IE
Insider Edges

SW INVESTMENT MANAGEMENT LLC 13F portfolio summary

SW INVESTMENT MANAGEMENT LLC of SW INVESTMENT MANAGEMENT LLC has 5 current stock holdings with a reported portfolio value of $351.6M. The portfolio 1 year return is +31.49%. Top holdings include SKYW (28.25%), UI (21.26%), GRMN (18.58%), EXPD (18.54%), SGI (13.38%).

Back to investors

SW INVESTMENT MANAGEMENT LLC

SW INVESTMENT MANAGEMENT LLC
Latest 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 230 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 #561 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%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
SKYW28.2%
UI21.3%
GRMN18.6%
EXPD18.5%
SGI13.4%
Top 5: 100.0%
Portfolio Returns
1 Year
+31.49%
#335/1000
3 Year
+86.30%
#326/1000
5 Year
+56.00%
#659/1000

Portfolio Value

$351.65M

Alpha Score

54.2

#561 of 1000

Holdings

5

Showper page

5 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SKYW
SKYWEST INC
28.25%$79.62$101.09+26.97%
Added
+11.11%
UI
UBIQUITI INC
21.26%$217.68$559.00+156.80%
Trimmed
-1.75%
GRMN
GARMIN LTD
18.58%$192.43$294.92+53.26%
Held
EXPD
EXPEDITORS INTL WASH INC
18.54%$143.23$187.77+31.09%
Held
SGI
SOMNIGROUP INTERNATIONAL INC
13.38%$46.22$64.72+40.03%
Held