← Top Holdings

SWZTotal Return Securities Fund

CUSIP: 870875101

1

Guru Owners

$579K

Total Value Held

97,667

Total Shares

$579K
0.01%

📊 Fundamentals

P/E Ratio4.3x
Below market avg

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$688K$1.4M$2.1M$2.8MQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $579K
INCREASEDTom Russo$579K
Q4 '251 owners · $910K
REDUCEDTom Russo$910K
Q3 '251 owners · $2.6M

No changes

Q2 '251 owners · $2.8M
INCREASEDTom Russo$2.8M
Q1 '251 owners · $2.7M
INCREASEDTom Russo$2.7M
Q4 '241 owners · $2.2M
INCREASEDTom Russo$2.2M