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SW Investment Management LLC

CIK
1824821
City
Telluride
State / Country
CO

Top Portfolio Positions

8 positions · $450,752,025 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

22 quarters · across all stocks

Holdings in PSN

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Shares Held

Position Value (USD)

10 quarters on record
Report Date Value (USD) Shares
2026-03-31 $24,647,350 455,000
2025-12-31 $28,119,000 455,000
2025-09-30 $46,849,800 565,000
2025-06-30 $40,550,050 565,000
2025-03-31 $29,605,000 500,000
2024-12-31 $33,210,000 360,000
2024-09-30 $37,324,800 360,000
2024-06-30 $26,588,250 325,000
2024-03-31 $26,958,750 325,000
2023-12-31 $20,380,750 325,000