What smart money is saying about SWCC
5805.T
No fund has written a full thesis on SWCC in our archive, but 1 fund letter reports a position in it — most recently TimesSquare Global Concentrated Small Cap Strategy in March 2026.
1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in SWCC on record in the archive was reported in Q1 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- March 2026
“We trimmed our holdings in SWCC, whose shares rose 14% on better‑than‑expected results and expanding operating margins across its energy and infrastructure businesses.”
Read the letterSWCC
Read the letters behind these SWCC positions
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