SW Investment Management LLC reported 5 holdings worth US$352M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
SW Investment Management LLC reported 5 holdings worth US$352M as of Jun 30, 2026. Largest: Skywest, Inc., Ubiquiti Inc. and Expeditors International Of Washington, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 5
- Value as reported
- US$352M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Skywest, Inc. | 1M | US$99.3M | 28.2% |
| Ubiquiti Inc. | 140K | US$74.8M | 21.3% |
| Expeditors International Of Washington, Inc. | 400K | US$65.2M | 18.5% |
| Somnigroup International Inc. | 600K | US$47M | 13.4% |
| Amkor Technology, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Parsons Corporation | 0 | US$0 | 0.00% |