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Bridgeway Capital Management’s Latham Group SWIM Stock Holding History

Bridgeway Capital Management’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 		$653K Hold
100,972
– – 0.01% 802
2026
Q1 		$542K Sell
100,972
-110,000
-52% -$701K 0.01% 811
2025
Q4 		$1.34M Sell
210,972
-694,816
-77% -$4.86M 0.03% 643
2025
Q3 		$6.89M Buy
905,788
+58,292
+7% +$429K 0.15% 194
2025
Q2 		$5.41M Buy
847,496
+39,989
+5% +$232K 0.13% 220
2025
Q1 		$5.19M Buy
807,507
+27,916
+4% +$188K 0.13% 217
2024
Q4 		$5.43M Buy
779,591
+18,364
+2% +$123K 0.12% 248
2024
Q3 		$5.18M Buy
761,227
+66,647
+10% +$324K 0.11% 269
2024
Q2 		$2.1M Buy
694,580
+98,360
+16% +$343K 0.05% 499
2024
Q1 		$2.36M Buy
596,220
+20,475
+4% +$58.4K 0.05% 523
2023
Q4 		$1.51M Buy
575,745
+81,102
+16% +$201K 0.03% 663
2023
Q3 		$1.39M Buy
+494,643
New +$1.79M 0.03% 631

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

Bridgeway Capital Management's SWIM Position: Q2 2026 in Review

Bridgeway Capital Management held its Latham Group (SWIM) position steady in Q2 2026 at 100,972 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #802.

Bridgeway Capital Management first reported a position in SWIM in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.89M in Q3 2025. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Bridgeway Capital Management held 100,972 shares of Latham Group worth $653K as of Q2 2026.
  • Bridgeway Capital Management left its Latham Group share count unchanged in Q2 2026.
  • Latham Group made up 0.01% of Bridgeway Capital Management's portfolio in Q2 2026, its #802 holding.
  • Bridgeway Capital Management first reported a position in Latham Group in Q3 2023 and has held it in 12 quarters since.
  • Bridgeway Capital Management's Latham Group position peaked at $6.89M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

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