CWM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GLPI | 29K | $1.35M |
 | NTB | 29K | $1.24M |
 | SDRL | 29K | $870.00K |
 | SRE | 29K | $2.59M |
 | LUV | 29K | $917.00K |
 | BDN | 29K | $120.00K |
 | DLB | 29K | $2.08M |
 | LPG | 29K | $854.00K |
 | NKTX | 29K | $59.00K |
 | CMRE | 29K | $340.00K |
 | MEDP | 28K | $14.65M |
 | HOMB | 28K | $804.00K |
 | RJF | 28K | $4.90M |
 | VRNT | 28K | $574.00K |
 | ALIT | 28K | $92.00K |
 | CROX | 28K | $2.36M |
 | CORT | 28K | $2.35M |
 | HLIT | 28K | $288.00K |
 | MXL | 28K | $454.00K |
 | CMI | 28K | $11.93M |
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
29K
Value
$1.35M
The Bank of N.T. Butterfield & Son Limited
NTB
Shares Held
29K
Value
$1.24M
Seadrill Limited
SDRL
Shares Held
29K
Value
$870.00K
Sempra
SRE
Shares Held
29K
Value
$2.59M
Southwest Airlines Co.
LUV
Shares Held
29K
Value
$917.00K
Brandywine Realty Trust
BDN
Shares Held
29K
Value
$120.00K
Dolby Laboratories, Inc.
DLB
Shares Held
29K
Value
$2.08M
Dorian LPG Ltd.
LPG
Shares Held
29K
Value
$854.00K
Nkarta, Inc.
NKTX
Shares Held
29K
Value
$59.00K
Costamare Inc.
CMRE
Shares Held
29K
Value
$340.00K
Medpace Holdings, Inc.
MEDP
Shares Held
28K
Value
$14.65M
Home Bancshares, Inc.
HOMB
Shares Held
28K
Value
$804.00K
Raymond James Financial, Inc.
RJF
Shares Held
28K
Value
$4.90M
Verint Systems Inc.
VRNT
Shares Held
28K
Value
$574.00K
Alight, Inc.
ALIT
Shares Held
28K
Value
$92.00K
Crocs, Inc.
CROX
Shares Held
28K
Value
$2.36M
Corcept Therapeutics Incorporated
CORT
Shares Held
28K
Value
$2.35M
Harmonic Inc.
HLIT
Shares Held
28K
Value
$288.00K
MaxLinear, Inc.
MXL
Shares Held
28K
Value
$454.00K
Cummins Inc.
CMI
Shares Held
28K
Value
$11.93M