SW INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SKYW | 900K | $82.65M |
 | AMKR | 900K | $40.53M |
 | SGI | 600K | $44.35M |
 | PSN | 455K | $24.65M |
 | EXPD | 400K | $57.29M |
 | GRMN | 275K | $63.80M |
 | PLTR | 170K | $24.87M |
 | UI | 143K | $112.62M |
SkyWest, Inc.
SKYW
Shares Held
900K
Value
$82.65M
Amkor Technology, Inc.
AMKR
Shares Held
900K
Value
$40.53M
Somnigroup International Inc
SGI
Shares Held
600K
Value
$44.35M
Parsons Corporation
PSN
Shares Held
455K
Value
$24.65M
Expeditors International of Washington, Inc.
EXPD
Shares Held
400K
Value
$57.29M
Garmin Ltd.
GRMN
Shares Held
275K
Value
$63.80M
Palantir Technologies Inc.
PLTR
Shares Held
170K
Value
$24.87M
Ubiquiti Inc.
UI
Shares Held
143K
Value
$112.62M