MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP)

Historical Holders from Q3 2024 to Q3 2025

Symbol
SWP
CUSIP
56170L612
Type / Class
Equity / SWP GROWTH & INC
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
4.76M
Holdings value
$121M
% of all portfolios
0.003%
Grand Portfolio weight change
+0%
Number of holders
7
Number of buys
6
Number of sells
-2
Average Value change %
+0%
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 Change Price Investors
2025 Q3 4.76M $121M +$11.1M $27.68 7
2025 Q2 3.96M $103M +$2.4M $26.06 4
2025 Q1 28.8K $705K +$615K $24.44 4
2024 Q4 3.23M $85.7M +$552K $25.17 3
2024 Q3 3.21M $80.7M +$80.7M $25.12 2