SW Investment Management LLC

Telluride, CO · CIK 1824821 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyTelluride, CO

$351.6m reported value -22.0% vs Q1 2026

5positions

100.0%in top 10

0 new 1 added 1 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SKYWEST INC COM SKYW	SKYW	1,000,000	$99.3m28.25%	28.25%	Added +100.0k	+100,000 11.1%
2	UBIQUITI INC COM UI	UI	140,000	$74.8m21.26%	21.26%	Reduced -2.5k	-2,500 -1.8%
3	GARMIN LTD SHS GRMN	GRMN	275,000	$65.3m18.58%	18.58%	Unchanged
4	EXPEDITORS INTL WASH INC COM EXPD	EXPD	400,000	$65.2m18.54%	18.54%	Unchanged
5	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	600,000	$47.0m13.38%	13.38%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMKOR TECHNOLOGY INC AMKR	AMKR	900,000	$40.5m900.0k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	170,000	$24.9m170.0k shares
PARSONS CORP DEL PSN	PSN	455,000	$24.6m455.0k shares