SW Investment Management as of Dec. 31, 2024
Portfolio Holdings for SW Investment Management
SW Investment Management holds 14 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ubiquiti (UI) | 21.0 | $90M | 270k | 331.93 | |
| SkyWest (SKYW) | 20.0 | $85M | 850k | 100.13 | |
| Cloudflare Cl A Com (NET) | 10.1 | $43M | 400k | 107.68 | |
| Amkor Technology (AMKR) | 8.4 | $36M | 1.4M | 25.69 | |
| Garmin SHS (GRMN) | 8.2 | $35M | 170k | 206.26 | |
| Parsons Corporation (PSN) | 7.8 | $33M | 360k | 92.25 | |
| Tempur-Pedic International (SGI) | 6.6 | $28M | 500k | 56.69 | |
| Sun Communities (SUI) | 5.8 | $25M | 200k | 122.97 | |
| Airsculpt Technologies (AIRS) | 5.7 | $24M | 4.7M | 5.19 | |
| Compass Minerals International (CMP) | 2.6 | $11M | 1.0M | 11.25 | |
| Morningstar (MORN) | 1.6 | $6.7M | 20k | 336.76 | |
| Sleep Number Corp (SNBR) | 1.3 | $5.7M | 375k | 15.24 | |
| Biote Corp Class A Com (BTMD) | 0.4 | $1.7M | 300k | 5.67 | |
| Boston Beer Cl A (SAM) | 0.4 | $1.5M | 5.0k | 299.98 |
