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Ewing Morris & Co Investment Partners’s Latham Group SWIM Stock Holding History

Ewing Morris & Co Investment Partners’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 		$1.37M Sell
211,459
-368,199
-64% -$2.07M 0.71% 38
2026
Q1 		$3.11M Sell
579,658
-261,684
-31% -$1.67M 1.4% 24
2025
Q4 		$5.41M Hold
841,342
– – 2.36% 13
2025
Q3 		$6.4M Sell
841,342
-224,066
-21% -$1.65M 2.74% 6
2025
Q2 		$6.8M Hold
1,065,408
– – 3.05% 6
2025
Q1 		$9.86M Sell
1,065,408
-94,845
-8% -$638K 3.11% 8
2024
Q4 		$11.6M Sell
1,160,253
-464,089
-29% -$3.1M 4% 5
2024
Q3 		$14.9M Sell
1,624,342
-169,178
-9% -$823K 7.22% 4
2024
Q2 		$5.43M Hold
1,793,520
– – 3.46% 13
2024
Q1 		$9.62M Sell
1,793,520
-17,207
-1% -$49K 4.37% 8
2023
Q4 		$4.76M Buy
1,810,727
+147,588
+9% +$365K 3.4% 10
2023
Q3 		$4.66M Sell
1,663,139
-40,820
-2% -$148K 3.77% 11
2023
Q2 		$6.32M Buy
1,703,959
+100,000
+6% +$306K 4.89% 8
2023
Q1 		$4.59M Buy
1,603,959
+14,592
+0.9% +$51.2K 3.62% 10
2022
Q4 		$5.12M Buy
1,589,367
+819,000
+106% +$2.95M 6.18% 6
2022
Q3 		$2.77M Buy
770,367
+575,367
+295% +$3.28M 3.62% 8
2022
Q2 		$1.74M Buy
+195,000
New +$2.07M 1.18% 14
2022
Q1 		– Sell
-95,000
Closed -$3.01M – 19
2021
Q4 		$3.01M Buy
+95,000
New +$1.88M 2.05% 12

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

Ewing Morris & Co Investment Partners's SWIM Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners reduced its Latham Group (SWIM) stake by 64% in Q2 2026, selling an estimated $2.07M and leaving 211,459 shares worth $1.37M. The position accounts for 0.71% of the portfolio, ranked #38.

Ewing Morris & Co Investment Partners first reported a position in SWIM in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.9M in Q3 2024. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Ewing Morris & Co Investment Partners held 211,459 shares of Latham Group worth $1.37M as of Q2 2026.
  • Ewing Morris & Co Investment Partners sold 368,199 Latham Group shares in Q2 2026, an estimated $2.07M.
  • Latham Group made up 0.71% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #38 holding.
  • Ewing Morris & Co Investment Partners first reported a position in Latham Group in Q4 2021 and has held it in 18 quarters since.
  • Ewing Morris & Co Investment Partners's Latham Group position peaked at $14.9M in Q3 2024.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.