YCM
SWZ

Yakira Capital Management’s Swiss Helvetia Fund SWZ Stock Holding History

Yakira Capital Management’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$745K Sell
125,557
-66,459
-35% -$403K 0.22% 93
2025
Q4 		$1.19M Hold
192,016
– – 0.4% 60
2025
Q3 		$1.17M Buy
192,016
+52,639
+38% +$323K 0.43% 60
2025
Q2 		$884K Buy
139,377
+109,272
+363% +$738K 0.33% 76
2025
Q1 		$278K Buy
+30,105
New +$262K 0.11% 102
2014
Q4 		– Sell
-14,517
Closed -$196K – 107
2014
Q3 		$196K Buy
14,517
+55
+0.4% +$775 0.15% 73
2014
Q2 		$211K Sell
14,462
-9,787
-40% -$141K 0.17% 78
2014
Q1 		$349K Buy
24,249
+11,237
+86% +$159K 0.32% 51
2013
Q4 		$182K Buy
+13,012
New +$185K 0.18% 52

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