SW Investment Management as of March 31, 2024
Portfolio Holdings for SW Investment Management
SW Investment Management holds 12 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amkor Technology (AMKR) | 17.1 | $53M | 1.7M | 32.24 | |
| Cloudflare Cl A Com (NET) | 12.4 | $39M | 400k | 96.83 | |
| SkyWest (SKYW) | 11.8 | $37M | 530k | 69.08 | |
| Garmin SHS (GRMN) | 10.5 | $33M | 220k | 148.87 | |
| Ubiquiti (UI) | 10.2 | $32M | 275k | 115.85 | |
| Tempur-Pedic International (TPX) | 9.1 | $28M | 500k | 56.82 | |
| Parsons Corporation (PSN) | 8.7 | $27M | 325k | 82.95 | |
| Airsculpt Technologies (AIRS) | 8.5 | $26M | 4.3M | 6.14 | |
| Sun Communities (SUI) | 8.3 | $26M | 200k | 128.58 | |
| Sleep Number Corp (SNBR) | 1.5 | $4.8M | 300k | 16.03 | |
| Garrett Motion (GTX) | 1.0 | $3.0M | 300k | 9.94 | |
| Biote Corp Class A Com (BTMD) | 0.9 | $2.9M | 500k | 5.80 |
