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Clifford Sosin’s Latham Group SWIM Stock Holding History

Clifford Sosin’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 		$5.97M Sell
922,639
-5,906
-0.6% -$33.2K 0.32% 5
2026
Q1 		$4.99M Sell
928,545
-13,852
-1% -$88.3K 0.29% 5
2025
Q4 		$5.98M Sell
942,397
-57,603
-6% -$403K 0.26% 4
2025
Q3 		$7.61M Buy
+1,000,000
New +$7.36M 0.34% 5

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

Clifford Sosin's SWIM Position: Q2 2026 in Review

Clifford Sosin reduced its Latham Group (SWIM) stake by 0.64% in Q2 2026, selling an estimated $33.2K and leaving 922,639 shares worth $5.97M. The position accounts for 0.32% of the portfolio, ranked #5.

Clifford Sosin first reported a position in SWIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.61M in Q3 2025. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Clifford Sosin held 922,639 shares of Latham Group worth $5.97M as of Q2 2026.
  • Clifford Sosin sold 5,906 Latham Group shares in Q2 2026, an estimated $33.2K.
  • Latham Group made up 0.32% of Clifford Sosin's portfolio in Q2 2026, its #5 holding.
  • Clifford Sosin first reported a position in Latham Group in Q3 2025 and has held it in 4 quarters since.
  • Clifford Sosin's Latham Group position peaked at $7.61M in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on CAS Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.