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SW INVESTMENT MANAGEMENT LLC 13F Portfolio
SW INVESTMENT MANAGEMENT LLC
Latest SEC 13F filing: 2026-06-30
SW INVESTMENT MANAGEMENT LLC runs SW INVESTMENT MANAGEMENT LLC and currently holds 5 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $351.65M. Their top holdings are SKYW, UI, GRMN, EXPD, SGI. The top five represent 100.0% of reported portfolio weight. SW INVESTMENT MANAGEMENT LLC ranks #564 out of 1000 investors tracked by Alpha Score. They added to 1 existing position. They trimmed 1 position. Their current best-performing preview position is EXPD with returns of +13.79%.
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Top 5 Holdings
SKYW28.2%
UI21.3%
GRMN18.6%
EXPD18.5%
SGI13.4%
Top 5: 100.0%
Portfolio Returns
1 Year
+31.49%
#327/10003 Year
+86.30%
#325/10005 Year
+56.00%
#660/1000Portfolio Value
$351.65M
Alpha Score
54.2
#564 of 1000
Holdings
5
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SW INVESTMENT MANAGEMENT LLC Current 13F Holdings
Reported holdings from SW INVESTMENT MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
5 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SKYW SKYWEST INC | 28.25% | $79.62 | $96.52 | +21.23% | Added +11.11% |
 UI UBIQUITI INC | 21.26% | $217.68 | $656.75 | +201.70% | Trimmed -1.75% |
 GRMN GARMIN LTD | 18.58% | $192.43 | $268.23 | +39.39% | Held |
 EXPD EXPEDITORS INTL WASH INC | 18.54% | $143.23 | $193.24 | +34.92% | Held |
 SGI SOMNIGROUP INTERNATIONAL INC | 13.38% | $46.22 | $62.20 | +34.56% | Held |