Steve Schonfeld’s Latham Group SWIM Stock Holding History

Steve Schonfeld’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	$199K	Buy	30,715 +17,437	+131%	+$97.9K	﹤0.01%	2196
2026 Q1	$71.3K	Buy	+13,278	New	+$84.6K	﹤0.01%	1926
2023 Q1	–	Sell	-178,900	Closed	-$576K	–	2632
2022 Q4	$576K	Buy	178,900 +14,800	+9%	+$53.4K	﹤0.01%	1450
2022 Q3	$589K	Sell	164,100 -169,750	-51%	-$969K	﹤0.01%	1642
2022 Q2	$2.31M	Sell	333,850 -291,850	-47%	-$3.1M	0.02%	704
2022 Q1	$8.29M	Buy	625,700 +550,800	+735%	+$9.16M	0.07%	311
2021 Q4	$1.88M	Sell	74,900 -96,800	-56%	-$1.92M	0.02%	720
2021 Q3	$2.82M	Sell	171,700 -6,100	-3%	-$142K	0.03%	600
2021 Q2	$5.68M	Buy	+177,800	New	+$5.19M	0.06%	428

Other funds holding SWIM

PCM

Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Steve Schonfeld's SWIM Position: Q2 2026 in Review

Steve Schonfeld increased its Latham Group (SWIM) stake by 131% in Q2 2026, buying an estimated $97.9K and bringing the position to 30,715 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

Steve Schonfeld first reported a position in SWIM in Q2 2021 and has held it in 9 quarters since. The position peaked at $8.29M in Q1 2022. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

Steve Schonfeld held 30,715 shares of Latham Group worth $199K as of Q2 2026.
Steve Schonfeld bought 17,437 Latham Group shares in Q2 2026, an estimated $97.9K.
Latham Group made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #2196 holding.
Steve Schonfeld first reported a position in Latham Group in Q2 2021 and has held it in 9 quarters since.
Steve Schonfeld's Latham Group position peaked at $8.29M in Q1 2022.
134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.