Calamos Advisors’s Latham Group SWIM Stock Holding History

Calamos 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
2025 Q4	–	Sell	-87,036	Closed	-$662K	–	997
2025 Q3	$662K	Buy	87,036 +36,583	+73%	+$269K	﹤0.01%	744
2025 Q2	$322K	Sell	50,453 -28,980	-36%	-$168K	﹤0.01%	787
2025 Q1	$511K	Buy	79,433 +18,905	+31%	+$127K	﹤0.01%	715
2024 Q4	$421K	Buy	+60,528	New	+$405K	﹤0.01%	750

Other funds holding SWIM

PCM

Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Calamos Advisors's SWIM Position: Q4 2025 in Review

Calamos Advisors sold out of Latham Group (SWIM) in Q4 2025, closing a stake of 87,036 shares — an estimated $662K sold.

Calamos Advisors first reported a position in SWIM in Q4 2024 and held it in 4 quarters. The position peaked at $662K in Q3 2025. 149 funds tracked by Wall St. Rank hold SWIM as of Q4 2025.

Calamos Advisors reported no remaining Latham Group position as of Q4 2025 after selling out during the quarter.
Calamos Advisors sold 87,036 Latham Group shares in Q4 2025, an estimated $662K.
Calamos Advisors first reported a position in Latham Group in Q4 2024 and held it in 4 quarters.
Calamos Advisors's Latham Group position peaked at $662K in Q3 2025.
149 funds tracked by Wall St. Rank held Latham Group as of Q4 2025.

Based on Calamos Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.