SW Investment Management as of Sept. 30, 2022
Portfolio Holdings for SW Investment Management
SW Investment Management holds 8 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cloudflare Cl A Com (NET) | 27.8 | $55M | 1.0M | 55.31 | |
| Amkor Technology (AMKR) | 25.7 | $51M | 3.0M | 17.05 | |
| Ubiquiti (UI) | 16.4 | $33M | 111k | 293.56 | |
| AES Corporation (AES) | 11.4 | $23M | 1.0M | 22.60 | |
| Sun Communities (SUI) | 9.5 | $19M | 140k | 135.33 | |
| Sleep Number Corp (SNBR) | 7.2 | $14M | 425k | 33.81 | |
| Tempur-Pedic International (TPX) | 1.5 | $3.0M | 125k | 24.14 | |
| Ni Hldgs (NODK) | 0.5 | $1.0M | 77k | 13.35 |
