SW Investment Management as of Dec. 31, 2025
Portfolio Holdings for SW Investment Management
SW Investment Management holds 7 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SkyWest (SKYW) | 24.0 | $90M | 900k | 100.41 | |
| Ubiquiti (UI) | 20.6 | $78M | 140k | 553.35 | |
| Amkor Technology (AMKR) | 14.7 | $55M | 1.4M | 39.48 | |
| Tempur-Pedic International (SGI) | 14.2 | $53M | 575k | 92.76 | |
| Garmin SHS (GRMN) | 11.3 | $42M | 260k | 163.08 | |
| Palantir Technologies Cl A (PLTR) | 7.7 | $29M | 163k | 177.75 | |
| Parsons Corporation (PSN) | 7.5 | $28M | 455k | 61.80 |
