JG
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Joel Greenblatt’s Latham Group SWIM Stock Holding History

Joel Greenblatt’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
-20,925
Closed -$133K – 1852
2025
Q4 		$133K Buy
+20,925
New +$146K ﹤0.01% 1675

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

Joel Greenblatt's SWIM Position: Q1 2026 in Review

Joel Greenblatt sold out of Latham Group (SWIM) in Q1 2026, closing a stake of 20,925 shares — an estimated $133K sold.

Joel Greenblatt first reported a position in SWIM in Q4 2025 and held it in 1 quarter. The position peaked at $133K in Q4 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Joel Greenblatt reported no remaining Latham Group position as of Q1 2026 after selling out during the quarter.
  • Joel Greenblatt sold 20,925 Latham Group shares in Q1 2026, an estimated $133K.
  • Joel Greenblatt first reported a position in Latham Group in Q4 2025 and held it in 1 quarter.
  • Joel Greenblatt's Latham Group position peaked at $133K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.