Jacobs Levy Equity Management’s Latham Group SWIM Stock Holding History

Jacobs Levy Equity Management’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	$1.93M	Sell	297,733 -141,396	-32%	-$794K	0.01%	603
2026 Q1	$2.36M	Buy	439,129 +415,298	+1,743%	+$2.65M	0.01%	553
2025 Q4	$151K	Buy	+23,831	New	+$167K	﹤0.01%	899
2025 Q2	–	Sell	-345,264	Closed	-$2.22M	–	1158
2025 Q1	$2.22M	Sell	345,264 -399,031	-54%	-$2.68M	0.01%	635
2024 Q4	$5.18M	Buy	+744,295	New	+$4.98M	0.02%	428
2024 Q3	–	Sell	-70,893	Closed	-$215K	–	1044
2024 Q2	$215K	Sell	70,893 -64,559	-48%	-$225K	﹤0.01%	914
2024 Q1	$536K	Sell	135,452 -374,950	-73%	-$1.07M	﹤0.01%	811
2023 Q4	$1.34M	Buy	510,402 +417,435	+449%	+$1.03M	0.01%	673
2023 Q3	$260K	Buy	+92,967	New	+$336K	﹤0.01%	891

Other funds holding SWIM

PCM

Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Jacobs Levy Equity Management's SWIM Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Latham Group (SWIM) stake by 32% in Q2 2026, selling an estimated $794K and leaving 297,733 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #603.

Jacobs Levy Equity Management first reported a position in SWIM in Q3 2023 and has held it in 9 quarters since. The position peaked at $5.18M in Q4 2024. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

Jacobs Levy Equity Management held 297,733 shares of Latham Group worth $1.93M as of Q2 2026.
Jacobs Levy Equity Management sold 141,396 Latham Group shares in Q2 2026, an estimated $794K.
Latham Group made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #603 holding.
Jacobs Levy Equity Management first reported a position in Latham Group in Q3 2023 and has held it in 9 quarters since.
Jacobs Levy Equity Management's Latham Group position peaked at $5.18M in Q4 2024.
135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.