Filer Name: SW INVESTMENT MANAGEMENT LLC
CIK: 1824821
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 14
Portfolio Value: $0.43B

Sw Investment Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
UI US UBIQUITI INC 270,000 $90M 21.02% -15.6% -
SKYW US SKYWEST INC 850,000 $85M 19.97% 9.7% -
NET US CLOUDFLARE INC - CLASS A 400,000 $43M 10.10% - -
AMKR US AMKOR TECHNOLOGY INC 1,400,000 $36M 8.44% 8.9% -
GRMN US GARMIN LTD 170,000 $35M 8.23% - -
PSN US PARSONS CORP 360,000 $33M 7.79% - -
TPX US TEMPUR SEALY INTERNATIONAL I 500,000 $28M 6.65% - -
SUI US SUN COMMUNITIES INC 200,000 $25M 5.77% - -
AIRS US AIRSCULPT TECHNOLOGIES INC 4,700,000 $24M 5.72% 3.3% -
CMP US COMPASS MINERALS INTERNATION 1,000,000 $11M 2.64% - -
MORN US MORNINGSTAR INC 20,000 $7M 1.58% 100.0% -
SNBR US SLEEP NUMBER CORP 375,000 $6M 1.34% 7.1% -
BTMD US BIOTE CORP -A 300,000 $2M 0.40% -40.0% -
SAM US BOSTON BEER COMPANY INC-A 5,000 $1M 0.35% - -
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