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Congruence Capital’s Latham Group SWIM Stock Holding History

Congruence Capital’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
Q1 		– Sell
-201,243
Closed -$1.28M – 42
2025
Q4 		$1.28M Buy
+201,243
New +$1.41M 0.47% 28

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

Congruence Capital's SWIM Position: Q1 2026 in Review

Congruence Capital sold out of Latham Group (SWIM) in Q1 2026, closing a stake of 201,243 shares — an estimated $1.28M sold.

Congruence Capital first reported a position in SWIM in Q4 2025 and held it in 1 quarter. The position peaked at $1.28M in Q4 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Congruence Capital reported no remaining Latham Group position as of Q1 2026 after selling out during the quarter.
  • Congruence Capital sold 201,243 Latham Group shares in Q1 2026, an estimated $1.28M.
  • Congruence Capital first reported a position in Latham Group in Q4 2025 and held it in 1 quarter.
  • Congruence Capital's Latham Group position peaked at $1.28M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Congruence Capital's 13F filing for Q1 2026, filed 14 May 2026.