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Disclosery

SW Investment Management LLC: UI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SW Investment Management LLC on UI, newest first. How the timeline and the estimate are built.

SW Investment Management LLC held 140,000 UI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,000 shares
    Change vs previous 13F -2,500 shares

    21.26% of the 13F portfolio, value $74,764,200.

    13F-HR 0001420506-26-001681 filed by SW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 142,500 shares
    Change vs previous 13F +2,500 shares

    24.98% of the 13F portfolio, value $112,616,325.

    13F-HR 0001420506-26-000875 filed by SW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 140,000 shares
    Change vs previous 13F -35,000 shares

    20.61% of the 13F portfolio, value $77,469,000.

    13F-HR 0001420506-26-000442 filed by SW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 175,000 shares
    Change vs previous 13F -75,000 shares

    24.76% of the 13F portfolio, value $115,601,500.

    13F-HR 0001420506-25-003090 filed by SW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 250,000 shares
    Change vs previous 13F -40,000 shares

    24.61% of the 13F portfolio, value $102,912,500.

    13F-HR 0001420506-25-001578 filed by SW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 290,000 shares
    Change vs previous 13F +20,000 shares

    28.12% of the 13F portfolio, value $89,940,600.

    13F-HR 0001420506-25-001028 filed by SW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 270,000 shares
    Change vs previous 13F -50,000 shares

    21.02% of the 13F portfolio, value $89,621,100.

    13F-HR 0001420506-25-000525 filed by SW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 320,000 shares
    Change vs previous 13F not available

    18.76% of the 13F portfolio, value $70,950,000.

    13F-HR 0001420506-24-002283 filed by SW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).