JO
SWIM icon

John Overdeck’s Latham Group SWIM Stock Holding History

John Overdeck’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 		$977K Sell
151,073
-14,541
-9% -$81.7K ﹤0.01% 3633
2026
Q1 		$889K Buy
165,614
+55,149
+50% +$351K ﹤0.01% 3350
2025
Q4 		$701K Buy
+110,465
New +$773K ﹤0.01% 3139
2025
Q2 		– Sell
-17,674
Closed -$114K – 3531
2025
Q1 		$114K Sell
17,674
-14,804
-46% -$99.6K ﹤0.01% 2950
2024
Q4 		$226K Sell
32,478
-65,215
-67% -$436K ﹤0.01% 2838
2024
Q3 		$664K Sell
97,693
-4,754
-5% -$23.1K ﹤0.01% 2336
2024
Q2 		$310K Buy
102,447
+20,836
+26% +$72.6K ﹤0.01% 2580
2024
Q1 		$323K Sell
81,611
-62,064
-43% -$177K ﹤0.01% 2529
2023
Q4 		$378K Buy
143,675
+39,662
+38% +$98.2K ﹤0.01% 2593
2023
Q3 		$291K Buy
104,013
+68,413
+192% +$248K ﹤0.01% 2500
2023
Q2 		$132K Sell
35,600
-14,200
-29% -$43.4K ﹤0.01% 2720
2023
Q1 		$142K Sell
49,800
-128,028
-72% -$450K ﹤0.01% 2621
2022
Q4 		$573K Buy
+177,828
New +$641K ﹤0.01% 1963

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

John Overdeck's SWIM Position: Q2 2026 in Review

John Overdeck reduced its Latham Group (SWIM) stake by 8.8% in Q2 2026, selling an estimated $81.7K and leaving 151,073 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #3633.

John Overdeck first reported a position in SWIM in Q4 2022 and has held it in 13 quarters since. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • John Overdeck held 151,073 shares of Latham Group worth $977K as of Q2 2026.
  • John Overdeck sold 14,541 Latham Group shares in Q2 2026, an estimated $81.7K.
  • Latham Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3633 holding.
  • John Overdeck first reported a position in Latham Group in Q4 2022 and has held it in 13 quarters since.
  • 134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.