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Kennedy Capital Management’s Latham Group SWIM Stock Holding History

Kennedy Capital 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
2025
Q2 		– Sell
-614,799
Closed -$3.95M – 671
2025
Q1 		$3.95M Buy
614,799
+428,654
+230% +$2.88M 0.09% 324
2024
Q4 		$1.3M Buy
+186,145
New +$1.24M 0.03% 571
2023
Q2 		– Sell
-15,832
Closed -$45.3K – 696
2023
Q1 		$45.3K Hold
15,832
– – ﹤0.01% 615
2022
Q4 		$51K Sell
15,832
-2,702
-15% -$9.74K ﹤0.01% 611
2022
Q3 		$67K Hold
18,534
– – ﹤0.01% 602
2022
Q2 		$128K Buy
18,534
+6,209
+50% +$65.9K ﹤0.01% 592
2022
Q1 		$163K Buy
+12,325
New +$205K ﹤0.01% 593

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
WCPI
Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kennedy Capital Management's SWIM Position: Q2 2025 in Review

Kennedy Capital Management sold out of Latham Group (SWIM) in Q2 2025, closing a stake of 614,799 shares — an estimated $3.95M sold.

Kennedy Capital Management first reported a position in SWIM in Q1 2022 and held it in 7 quarters. The position peaked at $3.95M in Q1 2025. 128 funds tracked by Wall St. Rank hold SWIM as of Q2 2025.

  • Kennedy Capital Management reported no remaining Latham Group position as of Q2 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 614,799 Latham Group shares in Q2 2025, an estimated $3.95M.
  • Kennedy Capital Management first reported a position in Latham Group in Q1 2022 and held it in 7 quarters.
  • Kennedy Capital Management's Latham Group position peaked at $3.95M in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Latham Group as of Q2 2025.

Based on Kennedy Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.