Question 1

Who owns SWZ stock?

Accepted Answer

SWZ (Total Return Securities Fund) is held by 1 tracked superinvestors with an aggregate position value of $580,140 based on the most recent SEC 13F filings. Top institutional holders include: Tom Russo.

Question 2

How much SWZ do superinvestors hold in aggregate?

Accepted Answer

Across 1 tracked managers, superinvestors collectively report $580,140 in SWZ positions worth 97,667 shares.

Question 3

What is the largest holder of SWZ?

Accepted Answer

The largest tracked holder of SWZ is Tom Russo (Gardner Russo & Gardner) with 97,667 shares worth $580,140, representing 0.01% of their portfolio.

SWZTotal Return Securities Fund

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