SL
SWF LLC
13F filer · CIK 0002065728Reported Aug 13, 2026
Net buyer this quarter
13F portfolio value$1.49BU.S. long equity reported on 13F
Positions61 new · 0 closed
Net flow last quarter+$272KBuys minus sells
Top 10 positions weight27.7%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 13, 20266 positions | |||||
| $292M | 19.56% | Not reported | Not reported | Q4 2017 | |
| $84M | 5.62% | Not reported | +0.1% | Q3 2025 | |
| $37.4M | 2.51% | Not reported | Not reported | Q4 2023 | |
| $294K | 0.02% | 0.00% | -2.3% | Q3 2025 | |
| $237K | 0.02% | Not reported | New | Q2 2026 | |
| $218K | 0.01% | 0.00% | -18.5% | Q3 2025 | |
| Q1 2026Reported May 14, 20265 positions | |||||
| $280M | 24.41% | Not reported | Not reported | Q4 2017 | |
| $65.8M | 5.74% | Not reported | +8.6% | Q3 2025 | |
| $35.9M | 3.13% | Not reported | Not reported | Q4 2023 | |
| $263K | 0.02% | 0.00% | +7.1% | Q3 2025 | |
| $234K | 0.02% | 0.00% | +3.1% | Q3 2025 | |
| Q4 2025Reported Jan 26, 20266 positions | |||||
| $294M | 29.69% | Not reported | Not reported | Q4 2017 | |
| $64.5M | 6.52% | Not reported | Not reported | Q3 2025 | |
| $37.7M | 3.82% | Not reported | Not reported | Q4 2023 | |
| $262K | 0.03% | 0.00% | Not reported | Q3 2025 | |
| $243K | 0.02% | 0.00% | Not reported | Q3 2025 | |
| $207K | 0.02% | 0.00% | Not reported | Q3 2025 | |
| Q3 2025Reported Nov 6, 20256 positions | |||||
| $294M | 30.10% | Not reported | Not reported | Q4 2017 | |
| $63M | 6.46% | Not reported | New | Q3 2025 | |
| $37.7M | 3.87% | Not reported | Not reported | Q4 2023 | |
| $262K | 0.03% | 0.00% | New | Q3 2025 | |
| $228K | 0.02% | 0.00% | New | Q3 2025 | |
| $222K | 0.02% | 0.00% | New | Q3 2025 | |
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