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SW INVESTMENT MANAGEMENT LLC 13F portfolio summary

SW INVESTMENT MANAGEMENT LLC of SW INVESTMENT MANAGEMENT LLC has 8 current stock holdings with a reported portfolio value of $450.8M. The portfolio 1 year return is +67.59%. Top holdings include UI (24.98%), SKYW (18.34%), GRMN (14.15%), EXPD (12.71%), SGI (9.84%).

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SW INVESTMENT MANAGEMENT LLC

SW INVESTMENT MANAGEMENT LLC
Latest filing: 2026-03-31

SW INVESTMENT MANAGEMENT LLC runs SW INVESTMENT MANAGEMENT LLC and currently holds 8 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $450.75M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SW INVESTMENT MANAGEMENT LLC ranks #206 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SW INVESTMENT MANAGEMENT LLC's portfolio at SW INVESTMENT MANAGEMENT LLC has delivered returns of +67.59%. Their 3-year annualized return is +97.52%. Looking at the 5-year horizon, SW INVESTMENT MANAGEMENT LLC has achieved +106.14% annualized returns at SW INVESTMENT MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+67.59%
#96/1000
3 Year
+97.52%
#238/1000
5 Year
+106.14%
#228/1000

Portfolio Value

$450.75M

Alpha Score

85.9

#206 of 1000

Holdings

8

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change