Engineers Gate Manager’s Latham Group SWIM Stock Holding History

Engineers Gate Manager’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	$103K	Buy	+19,091	New	+$122K	﹤0.01%	2017
2025 Q4	–	Sell	-26,474	Closed	-$201K	–	2532
2025 Q3	$201K	Buy	+26,474	New	+$195K	﹤0.01%	1902
2024 Q4	–	Sell	-13,929	Closed	-$94.7K	–	2561
2024 Q3	$94.7K	Buy	+13,929	New	+$67.8K	﹤0.01%	1923
2024 Q1	–	Sell	-14,822	Closed	-$39K	–	2290
2023 Q4	$39K	Sell	14,822 -305	-2%	-$755	﹤0.01%	1866
2023 Q3	$42.4K	Buy	15,127 +2,819	+23%	+$10.2K	﹤0.01%	1666
2023 Q2	$45.7K	Buy	+12,308	New	+$37.6K	﹤0.01%	1627

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

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Engineers Gate Manager's SWIM Position: Q1 2026 in Review

Engineers Gate Manager opened a new position in Latham Group (SWIM) in Q1 2026: 19,091 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #2017 among its holdings. This is a return to the name: Engineers Gate Manager previously reported a position in SWIM as recently as Q3 2025.

Engineers Gate Manager first reported a position in SWIM in Q2 2023 and has held it in 6 quarters since. The position peaked at $201K in Q3 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

Engineers Gate Manager held 19,091 shares of Latham Group worth $103K as of Q1 2026.
Latham Group was a new Engineers Gate Manager position in Q1 2026.
Latham Group made up ﹤0.01% of Engineers Gate Manager's portfolio in Q1 2026, its #2017 holding.
Engineers Gate Manager first reported a position in Latham Group in Q2 2023 and has held it in 6 quarters since.
Engineers Gate Manager's Latham Group position peaked at $201K in Q3 2025.
142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.