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AYAL Capital Advisors’s Latham Group SWIM Stock Holding History

AYAL Capital Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$726K Buy
+112,188
New +$630K 0.2% 43
2026
Q1 		– Sell
-300,000
Closed -$1.91M – 66
2025
Q4 		$1.91M Sell
300,000
-550,010
-65% -$3.85M 0.66% 37
2025
Q3 		$6.47M Buy
850,010
+50,010
+6% +$368K 2.55% 12
2025
Q2 		$5.1M Buy
800,000
+232,100
+41% +$1.35M 1.22% 31
2025
Q1 		$3.65M Buy
+567,900
New +$3.82M 1.21% 31

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

AYAL Capital Advisors's SWIM Position: Q2 2026 in Review

AYAL Capital Advisors opened a new position in Latham Group (SWIM) in Q2 2026: 112,188 shares worth $726K. The stake represents 0.2% of the portfolio and ranks #43 among its holdings. This is a return to the name: AYAL Capital Advisors previously reported a position in SWIM as recently as Q4 2025.

AYAL Capital Advisors first reported a position in SWIM in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.47M in Q3 2025. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • AYAL Capital Advisors held 112,188 shares of Latham Group worth $726K as of Q2 2026.
  • Latham Group was a new AYAL Capital Advisors position in Q2 2026.
  • Latham Group made up 0.2% of AYAL Capital Advisors's portfolio in Q2 2026, its #43 holding.
  • AYAL Capital Advisors first reported a position in Latham Group in Q1 2025 and has held it in 5 quarters since.
  • AYAL Capital Advisors's Latham Group position peaked at $6.47M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on AYAL Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.