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) | 36.1 | $55M | 1.0M | 55.31 | |
| Ubiquiti (UI) | 21.3 | $33M | 111k | 293.56 | |
| AES Corporation (AES) | 14.8 | $23M | 1.0M | 22.60 | |
| Sun Communities (SUI) | 12.4 | $19M | 140k | 135.33 | |
| Sleep Number Corp (SNBR) | 9.4 | $14M | 425k | 33.81 | |
| Amkor Technology (AMKR) | 3.4 | $5.2M | 3.0M | 1.72 | |
| Tempur-Pedic International (SGI) | 2.0 | $3.0M | 125k | 24.14 | |
| Ni Hldgs (NODK) | 0.7 | $1.0M | 77k | 13.35 |
