SW Investment Management as of Dec. 31, 2022
Portfolio Holdings for SW Investment Management
SW Investment Management holds 8 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amkor Technology (AMKR) | 34.1 | $72M | 3.0M | 23.98 | |
| Cloudflare Cl A Com (NET) | 22.5 | $48M | 1.1M | 45.21 | |
| AES Corporation (AES) | 13.6 | $29M | 1.0M | 28.76 | |
| Ubiquiti (UI) | 13.1 | $28M | 101k | 273.52 | |
| Sun Communities (SUI) | 9.5 | $20M | 140k | 143.00 | |
| Sleep Number Corp (SNBR) | 4.6 | $9.7M | 375k | 25.98 | |
| Tempur-Pedic International (TPX) | 2.0 | $4.3M | 125k | 34.33 | |
| Ni Hldgs (NODK) | 0.5 | $1.0M | 77k | 13.26 |
