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§ 13F · FUND PROFILE

SW Investment Management LLC.

AUM · $352M (13F)Positions · 5Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026
#TickerNameShares$ value% portΔ Q2
1SKYWSKYWEST INC1.00M$99M28.2%+11%
2UIUBIQUITI INC140K$75M21.3%−2%
3GRMNGARMIN LTD275K$65M18.6%±0%
4EXPDEXPEDITORS INTL WASH INC400K$65M18.5%±0%
5SGISOMNIGROUP INTERNATIONAL INC600K$47M13.4%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE SW SIGNAL

AC read

SW Investment Management LLC is a Other fund managing $352 million in assets. The fund runs a focused portfolio of just 5 positions.

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