OCAM
SWIM icon

Onex Canada Asset Management’s Latham Group SWIM Stock Holding History

Onex Canada Asset 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
Q1 		$6.04M Sell
1,124,926
-19,514
-2% -$124K 1% 29
2025
Q4 		$7.27M Sell
1,144,440
-65,273
-5% -$457K 1.01% 30
2025
Q3 		$9.2M Buy
1,209,713
+109,862
+10% +$809K 1.16% 23
2025
Q2 		$7.02M Buy
1,099,851
+151,679
+16% +$881K 0.86% 35
2025
Q1 		$6.1M Buy
948,172
+165,591
+21% +$1.11M 0.79% 41
2024
Q4 		$5.45M Buy
782,581
+451,552
+136% +$3.02M 0.65% 48
2024
Q3 		$2.25M Buy
+331,029
New +$1.61M 0.26% 90

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PCM
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Wellington Management Group
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
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return