In its first-quarter 2026 investor letter, Voss Capital highlighted stocks like Sempra (NYSE:SRE).
Sempra (NYSE:SRE) is a leading energy infrastructure company in the United States and Mexico that operates through Sempra California, Sempra Texas Utilities, and Sempra Infrastructure segments
On May 29, 2026, Sempra (NYSE:SRE) closed at $89.13 per share. One-month return of Sempra (NYSE:SRE) was -6.60%, and its shares gained 12.98% over the past 52 weeks. Sempra (NYSE:SRE) has a market capitalization of $57.62 billion.
Voss Capital stated the following regarding Sempra (NYSE:SRE) in its Q1 2026 investor letter: “Voss has accumulated a significant position in Sempra (NYSE:SRE). SRE is a utilities conglomerate that we believe has the opportunity to unlock significant value through simplification. Sempra’s current public structure, dominated by two California utilities that contribute more than half of earnings, masks the rapidly compounding intrinsic value of the fastest growing and largest transmission & distribution (T&D) utility in North America: Oncor Electric in Texas.