Manager Directed Portfolios - SWP

Sector: Funds · Industry: Investment Company
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

Latest / Compare
Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$19.2M
QoQ value delta ($000)
-$5.438M (-22.08%)
Implied price effect (QoQ)
+45.37%
Shares
Total shares
691,043
QoQ shares delta
-598,158 (-46.4%)
Total shares held by funds (by quarter)

Market chart (SWP)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
BRIAN LOW FINANCIAL GROUP, LLC 18,269 657,672 12.95%
MML INVESTORS SERVICES, LLC 636 22,906 0.0%
JANE STREET GROUP, LLC 287 10,352 0.0%
UBS Group AG 3 113 0.0%