SWIM
Latham Group, Inc. · Basic Materials · Construction Materials
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +30.0% ·
net new positions +5.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 52 | -7 | 33.07M | $213.91M | +2 | −9 |
| Q1 2026 | 62 | -3 | 30.40M | $163.29M | +2 | −5 |
| Q4 2025 | 65 | +3 | 31.80M | $201.92M | +3 | — |
| Q3 2025 | 17 | +1 | 21.57M | $164.12M | +1 | — |
| Q2 2025 | 13 | -2 | 14.99M | $95.66M | — | −2 |
| Q1 2025 | 12 | +2 | 6.82M | $43.86M | +2 | — |
| Q4 2024 | 10 | -1 | 4.36M | $30.35M | — | −1 |
| Q3 2024 | 10 | +2 | 3.91M | $26.61M | +2 | — |
| Q2 2024 | 8 | — | 2.92M | $8.85M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 4.62M | +206.5% | $35.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 4.22M | -4.8% | $32.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | The Vanguard Group ✦ (passive) | 3.26M | +36.7% | $24.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | BlackRock ✦ (passive) | 3.19M | +2.5% | $24.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 5 | Wellington Management ✦ | 2.13M | New | $16.23M | 0.0% | New | 1 | SEC ↗ ×3 |
| 6 | Geode Capital Management ✦ (passive) | 1.11M | +5.4% | $8.48M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (passive) | 926.45K | +2.5% | $7.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 846.07K | — | $6.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Renaissance Technologies ✦ | 464.00K | -19.6% | $3.53M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 224.42K | +7.9% | $1.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 216.39K | +445.1% | $1.65M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 12 | Morgan Stanley ✦ | 144.82K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | Millennium Management ✦ | 67.72K | -88.3% | $515,349 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 51.16K | -64.0% | $389,290 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 37.57K | — | $285,876 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Marshall Wace ✦ | 31.53K | 0.0% | $239,959 | 0.0% | Held | 6 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 23.96K | +6.3% | $183,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $16.23M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 141 holders, 106.31M shares, $570.65M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.