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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 SGI

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Shares Held

Position Value (USD)

15 quarters on record
Report Date Value (USD) Shares
2026-03-31 $44,352,000 600,000
2025-12-31 $51,336,000 575,000
2025-09-30 $48,489,750 575,000
2025-06-30 $41,510,500 610,000
2025-03-31 $32,934,000 550,000
2024-12-31 $28,345,000 500,000
2024-09-30 $27,300,000 500,000
2024-06-30 $23,670,000 500,000
2024-03-31 $28,410,000 500,000
2023-12-31 $25,485,000 500,000
2023-09-30 $12,135,200 280,000
2023-06-30 $11,219,600 280,000
2023-03-31 $8,885,250 225,000
2022-12-31 $4,291,250 125,000
2022-09-30 $3,017,500 125,000