MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP)

Historical Holders from Q3 2024 to Q3 2025

Symbol
SWP
Type / Class
Equity / SWP GROWTH & INC
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
4,758,816
Holdings value
$120,668,311
% of all portfolios
0%
Number of holders
7
Number of buys
6
Number of sells
-2
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 4,758,816 $120,668,311 +$11,093,828 $27.68 7
2025 Q2 3,958,947 $103,170,162 +$2,395,033 $26.06 4
2025 Q1 28,849 $705,069 +$614,837 $24.44 4
2024 Q4 3,232,536 $85,657,292 +$551,721 $25.17 3
2024 Q3 3,211,946 $80,685,047 +$80,685,047 $25.12 2