SW Investment Management LLC: 13F holdings
CIK 18248212026Q2
| Positions | 5 |
|---|
| Reported value | $351.6m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 5 (-3 vs prior quarter) |
|---|
| Reported value | $351.6m (-22.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SKYW SKYWEST INC | 1,000,000 | $99.3m | 28.2% |
| UI UBIQUITI INC | 140,000 | $74.8m | 21.3% |
| GARMIN LTD | 275,000 | $65.3m | 18.6% |
| EXPD EXPEDITORS INTL WASH INC | 400,000 | $65.2m | 18.5% |
| SGI SOMNIGROUP INTERNATIONAL INC | 600,000 | $47.0m | 13.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1824821")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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