SW Investment Management LLC — 13F holdings

SW Investment Management LLC reported 5 holdings worth $352M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SKYW SKYWEST INC — $99.3M (28.2%)
2. UI UBIQUITI INC — $74.8M (21.3%)
3. GRMN GARMIN LTD — $65.3M (18.6%)
4. EXPD EXPEDITORS INTL WASH INC — $65.2M (18.5%)
5. SGI SOMNIGROUP INTERNATIONAL INC — $47.0M (13.4%)