SFI
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Susquehanna Fundamental Investments’s Latham Group SWIM Stock Holding History

Susquehanna Fundamental Investments’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
-38,597
Closed -$248K – 992
2025
Q1 		$248K Sell
38,597
-8,974
-19% -$60.4K ﹤0.01% 973
2024
Q4 		$331K Buy
+47,571
New +$318K 0.01% 923
2024
Q1 		– Sell
-11,517
Closed -$30.3K – 696
2023
Q4 		$30.3K Sell
11,517
-38,198
-77% -$94.5K 0.03% 64
2023
Q3 		$139K Hold
49,715
– – 0.01% 338
2023
Q2 		$184K Sell
49,715
-6,408
-11% -$19.6K 0.01% 581
2023
Q1 		$161K Sell
56,123
-3,883
-6% -$13.6K ﹤0.01% 885
2022
Q4 		$193K Buy
+60,006
New +$216K ﹤0.01% 1071

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 $1.75B 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 $5.7T 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 $141B AUM 30.34% 1-Year Est. Return