The Analysis of SW Investment Management LLC's Holdings & P&L

Currently, SW Investment Management LLC holds 8 types of securities in its portfolio with a total value $450.8M. In the most recent quarter, they have increased their positions in UI (+142.5K shares, valued at $112.6M), SKYW (+900.0K shares, valued at $82.6M), GRMN (+275.0K shares, valued at $63.8M); initiated new positions in UI (+142.5K shares, valued at $112.6M), SKYW (+900.0K shares, valued at $82.6M), GRMN (+275.0K shares, valued at $63.8M).

1M P&L

-83.9M-16.02%

3M P&L

-41.5M-8.62%

HY P&L

+15.6M+3.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Communication Equipment112.6M

25.0%

2Airlines82.6M

18.3%

3Scientific & Technical Instruments63.8M

14.2%

Top Industries by Stock Count

1Semiconductor Equipment & Materials1 stocks

12.5%

2Integrated Freight & Logistics1 stocks

12.5%

3Scientific & Technical Instruments1 stocks

12.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UI UBIQUITI INC142.5K sharesnew addition2026-03-312026-05-08

SKYW SKYWEST INC900.0K sharesnew addition2026-03-312026-05-08

GRMN GARMIN LTD275.0K sharesnew addition2026-03-312026-05-08

EXPD EXPEDITORS INTL WASH INC400.0K sharesnew addition2026-03-312026-05-08

SGI SOMNIGROUP INTERNATIONAL INC600.0K sharesnew addition2026-03-312026-05-08

AMKR AMKOR TECHNOLOGY INC900.0K sharesnew addition2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC170.0K sharesnew addition2026-03-312026-05-08

PSN PARSONS CORP DEL455.0K sharesnew addition2026-03-312026-05-08