L3VLUP
Quarter end
31 Mar 2025
the date the book describes
Filed
15 May 2025
latest of these filings; the earliest 12 May 2025
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 4 listed it in both
Shares listed
1,353,907
combined, among listed positions
Reported value
$72m
combined, at the quarter end

Among the 95 comparable managers: 1 buyer (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -74,355.

Managers listing SKWD in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
Capital World Investors814,834$43munder 0.1%Held012 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP346,200$18munder 0.1%Trimmed-51,50015 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP126,502$6.7m0.07%Trimmed-32,82415 May 2025 (the filing on sec.gov)
PDT Partners LLC66,371$3.5m0.25%Added+9,96915 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

0246Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SKWD by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20233$3.1mn.a.n.a.
Q2 20232$1.8mn.a.n.a.
Q3 20234$28mn.a.n.a.
Q4 20234$44m31
Q1 20244$34m22
Q2 20244$39m40
Q3 20242$23m20
Q4 20244$72m12
Q1 20254$72m12
Q2 20253$79m21
Q3 20256$146m51
Q4 20254$91m1117
Q1 20261$30m1415
Q2 20261$21m718

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SKWD and V →SKWD and AXP →SKWD and BAC →Choose a stock to compare with SKWD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SKWD, latest filings →Back to the 13F Explorer →