SWZ

Total Return Securities Fund

1 super-investor ownercombined $579Klargest position <0.1%

1 TRIM

1 super-investor holds SWZ worth a combined $579K. The largest position: Thomas Russo at 0.0% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name.

Share𝕏 in

Cohort owners over time

2020Q3 → 2026Q1

How many of the cohort members held this stock each quarter.

Now: 1

Peak: 1

Owners (1) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Thomas Russo	<0.1%	23q	$579K	97,667

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1Thomas Russo
port<0.1%
val$579K
97,667 sh·23q held

Owners of SWZ also hold

Berkshire Hathaway Inc-cl B

1 shared owner

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Recent activity (1)

Manager	Move	% Port.	Δ Shares	Value	Filed
Thomas Russo	TRIM	<0.1%	-33%	$579K	May 13, 2026

TRIMThomas Russo
<0.1%
Δ -33%·$579K·filed May 13, 2026

Long US equity 13F-HR filings only. CUSIP 870875101. Not investment advice.