SW Investment Management LLC
SW Investment Management LLC is a hedge fund headquartered in Telluride, Colorado, managing approximately $651.5 million in assets as of March 2025. Founded in Delaware, the firm is run by a small team—currently only one employee—and focuses on managing pooled investment vehicles for institutional and qualified investors. The firm reports holdings and activities regularly to the SEC and is registered under CIK 0001824821.
Investment Strategy
SW Investment Management LLC primarily manages discretionary assets for pooled investment vehicles, employing a long/short equity strategy. The firm concentrates its investments in select publicly traded companies, with its top portfolio allocations comprising significant stakes in mid-to-large cap US equities. The firm's trading history demonstrates active management through buying, selling, and rotating positions to seek alpha, with a focus on fundamental analysis and event-driven opportunities.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UI | UBIQUITI INC | 24.61% | $102.9M | 250,000 | $207.45 | $411.65 | +$13.0M |
S SKYW | SKYWEST INC | 22.16% | $92.7M | 900,000 | $77.43 | $102.97 | +$18.4M |
A AMKR | AMKOR TECHNOLOGY INC | 13.30% | $55.6M | 2,650,000 | $20.99 | $20.99 | +$7.8M |
G GRMN | GARMIN LTD | 10.23% | $42.8M | 205,000 | $169.81 | $208.72 | +$14.6M |
P PSN | PARSONS CORP DEL | 9.70% | $40.6M | 565,000 | $65.42 | $71.77 | +$10.9M |