SW Investment Management as of Sept. 30, 2025
Portfolio Holdings for SW Investment Management
SW Investment Management holds 8 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ubiquiti (UI) | 24.8 | $116M | 175k | 660.58 | |
| SkyWest (SKYW) | 19.4 | $91M | 900k | 100.62 | |
| Amkor Technology (AMKR) | 16.1 | $75M | 2.7M | 28.40 | |
| Parsons Corporation (PSN) | 10.5 | $49M | 565k | 86.46 | |
| Tempur-Pedic International (SGI) | 10.4 | $49M | 575k | 84.33 | |
| Airsculpt Technologies (AIRS) | 7.7 | $36M | 4.5M | 8.02 | |
| Palantir Technologies Cl A (PLTR) | 5.9 | $27M | 150k | 182.42 | |
| Garmin SHS (GRMN) | 5.3 | $25M | 100k | 246.22 |
