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 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 $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

Ewing Morris & Co Investment Partners's SWIM Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners reduced its Latham Group (SWIM) stake by 31% in Q1 2026, selling an estimated $1.67M and leaving 579,658 shares worth $3.11M. The position accounts for 1.4% of the portfolio, ranked #24.

Ewing Morris & Co Investment Partners first reported a position in SWIM in Q4 2021 and has held it in 17 quarters since. The position peaked at $14.9M in Q3 2024. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

Ewing Morris & Co Investment Partners held 579,658 shares of Latham Group worth $3.11M as of Q1 2026.
Ewing Morris & Co Investment Partners sold 261,684 Latham Group shares in Q1 2026, an estimated $1.67M.
Latham Group made up 1.4% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #24 holding.
Ewing Morris & Co Investment Partners first reported a position in Latham Group in Q4 2021 and has held it in 17 quarters since.
Ewing Morris & Co Investment Partners's Latham Group position peaked at $14.9M in Q3 2024.
142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.