SW Investment Management LLC
CIK: 1824821
New Positions
0
Holdings (5)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- SKYW
SKYWEST INC
$99.33M
1.00M sh28.25%+11.1% - UI
UBIQUITI INC
$74.76M
140,000 sh21.26%-1.8% - GRMN
GARMIN LTD
$65.32M
275,000 sh18.58%+0.0% - EXPD
EXPEDITORS INTL WASH INC
$65.19M
400,000 sh18.54%+0.0% - SGI
SOMNIGROUP INTERNATIONAL INC
$47.04M
600,000 sh13.38%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 SKYW SKYWEST INC | 1.00M | $99.33M | +11.1% | 28.25% | Q2 2026 |
 UI UBIQUITI INC | 140,000 | $74.76M | -1.8% | 21.26% | Q2 2026 |
 GRMN GARMIN LTD | 275,000 | $65.32M | +0.0% | 18.58% | Q2 2026 |
 EXPD EXPEDITORS INTL WASH INC | 400,000 | $65.19M | +0.0% | 18.54% | Q2 2026 |
 SGI SOMNIGROUP INTERNATIONAL INC | 600,000 | $47.04M | +0.0% | 13.38% | Q2 2026 |
1-5 of 5 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About SW Investment Management LLC
SW Investment Management LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1824821). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 5 securities, not counting options, down from 8 in Q1 2026.
Its five largest reported positions, in order, are SKYWEST INC (SKYW), UBIQUITI INC (UI), GARMIN LTD (GRMN), EXPEDITORS INTL WASH INC (EXPD) and SOMNIGROUP INTERNATIONAL INC (SGI).
Recent 13F filings by SW Investment Management LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 5 securities.
- Q1 2026: 13F-HR filed May 8, 2026, listing 8 securities.
- Q4 2025: 13F-HR filed Feb 13, 2026, listing 7 securities.
- Q3 2025: 13F-HR filed Nov 12, 2025, listing 8 securities.
- Q2 2025: 13F-HR filed Jul 25, 2025, listing 8 securities.
- Q1 2025: 13F-HR filed May 13, 2025, listing 8 securities.