SW Investment Management as of March 31, 2026
Portfolio Holdings for SW Investment Management
SW Investment Management holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ubiquiti (UI) | 25.0 | $113M | 143k | 790.29 | |
| SkyWest (SKYW) | 18.3 | $83M | 900k | 91.83 | |
| Garmin SHS (GRMN) | 14.2 | $64M | 275k | 232.01 | |
| Expeditors International of Washington (EXPD) | 12.7 | $57M | 400k | 143.23 | |
| Tempur-Pedic International (SGI) | 9.8 | $44M | 600k | 73.92 | |
| Amkor Technology (AMKR) | 9.0 | $41M | 900k | 45.03 | |
| Palantir Technologies Cl A (PLTR) | 5.5 | $25M | 170k | 146.28 | |
| Parsons Corporation (PSN) | 5.5 | $25M | 455k | 54.17 |
