StockDriftsStockDriftsTop 5 Sw Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SKYW | SKYWEST INC | 28.25% | 1.00M | $99.3M | +11.11%(+100.00K) | $73.17(+48.09%) | 2026-06-30 | |
| UI | UBIQUITI INC | 21.26% | 140.0K | $74.8M | -1.75%(-2.50K) | $218.70(+164.71%) | 2026-06-30 | |
| GRMN | GARMIN LTD | 18.58% | 275.0K | $65.3M | +0.00%(+0) | $195.96(+59.14%) | 2026-06-30 | |
| EXPD | EXPEDITORS INTL WASH INC | 18.54% | 400.0K | $65.2M | +0.00%(+0) | $146.12(+28.01%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 13.38% | 600.0K | $47.0M | +0.00%(+0) | $43.91(+47.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.67% | +84.58% | +8.96% | +53.57% |
| Top 20 Holdings Unweighted | +17.55% | +62.45% | +5.75% | +32.25% |
Sw Investment Management LLC reports $351.65M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are SKYW (28.3%), UI (21.3%) and GRMN (18.6%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +84.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sw Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1824821). View Sw Investment Management LLC’s 13F filings on SEC