Polen Capital Management
SWIM icon

Polen Capital Management’s Latham Group SWIM Stock Holding History

Polen 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
2026
Q1 		– Sell
-112,388
Closed -$714K – 286
2025
Q4 		$714K Sell
112,388
-54,301
-33% -$380K ﹤0.01% 146
2025
Q3 		$1.27M Buy
166,689
+47,472
+40% +$349K ﹤0.01% 123
2025
Q2 		$761K Buy
+119,217
New +$693K ﹤0.01% 164

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
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 $5.72T 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

Polen Capital Management's SWIM Position: Q1 2026 in Review

Polen Capital Management sold out of Latham Group (SWIM) in Q1 2026, closing a stake of 112,388 shares — an estimated $714K sold.

Polen Capital Management first reported a position in SWIM in Q2 2025 and held it in 3 quarters. The position peaked at $1.27M in Q3 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Polen Capital Management reported no remaining Latham Group position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 112,388 Latham Group shares in Q1 2026, an estimated $714K.
  • Polen Capital Management first reported a position in Latham Group in Q2 2025 and held it in 3 quarters.
  • Polen Capital Management's Latham Group position peaked at $1.27M in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.