SW Investment Management as of June 30, 2022
Portfolio Holdings for SW Investment Management
SW Investment Management holds 7 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amkor Technology (AMKR) | 32.6 | $58M | 3.4M | 16.95 | |
| Cloudflare Cl A Com (NET) | 24.7 | $44M | 1.0M | 43.75 | |
| Ubiquiti (UI) | 15.8 | $28M | 113k | 248.20 | |
| Sun Communities (SUI) | 12.6 | $22M | 140k | 159.36 | |
| AES Corporation (AES) | 10.7 | $19M | 901k | 21.01 | |
| Amazon (AMZN) | 3.0 | $5.3M | 50k | 106.20 | |
| Ni Hldgs (NODK) | 0.7 | $1.3M | 77k | 16.43 |
