DOSSIER · 13F-HR · Q1 2026
SW Investment Management LLC
SW Investment's family office based in Omaha, NE — $451M in tracked AUM across 8 positions as of Q1 2026.
SI
SW Investment·Omaha, NE·Family Office
CIK 0001824821 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
SW Investment Management LLC’s 13F filing for the period ending September 30, 2025, reveals a highly concentrated portfolio undergoing significant deleveraging and restructuring. The total portfolio value decreased sharply by 36.7%, dropping from $418.24 million to $264.93 million. This reduction was driven by active selling rather than just market depreciation, as the firm exited three positions and reduced three others. The portfolio is extremely concentrated, holding o...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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