SWIMNasdaqPlastics Products, NECFiscal year ends December 31
Latham Group, Inc.
Financials through Q2 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 5, 2026
$6.20+0.08 (+1.31%)
Close on Oct 19, 2026
- Market cap
- $741.15M
- P/E (TTM)
- 124.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.6%
109M of 118M shares
Institutional holders
135
22 new, 26 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $315.75K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Management Company LLP | 9,162,206 | 7.30% | 13G (passive) amendment | Mar 31, 2026 |
| Cocke Travis W. | 5,966,715 | 5.20% | 13G (passive) | Mar 28, 2025 |
| Christopher Patrick OBrien | 5,883,771 | 5.00% | 13G (passive) amendment | Sep 30, 2025 |
| Pamplona Private Equity Carryco V, L.P. | 51,845,685 | 45.20% | 13G (passive) amendment | Dec 31, 2023 |
| Wellington Group Holdings LLP | 12,030,278 | 10.20% | 13G (passive) amendment | Sep 30, 2026 |
| Wynnchurch Partners IV, L.P. | 11,383,771 | 9.80% | 13G (passive) amendment | Mar 31, 2025 |
| Wellington Management Group LLP | 11,364,049 | 9.70% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SWIM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Pamplona Capital Management, LLC | 51,845,685 | 44.07% | $335.44M | – | 92.84% |
| Wellington Management Group Llp | 11,364,049 | 9.66% | $73.53M | +2,201,843 | 0.01% |
| ACK Asset Management LLC | 5,660,000 | 4.81% | $36.62M | +500,000 | 4.28% |
| Keybank National Association/Oh | 4,092,908 | 3.48% | $26.48M | +7 | 0.09% |
| Dimensional Fund Advisors LP | 3,791,852 | 3.22% | $24.53M | +421,706 | 0.00% |
| BlackRock, Inc. | 3,637,085 | 3.09% | $23.53M | +368,177 | 0.00% |
| FMR LLC | 3,340,116 | 2.84% | $21.61M | −329,474 | 0.00% |
| Wasatch Advisors LP | 2,524,359 | 2.15% | $16.33M | −47,129 | 0.11% |
| Vanguard Capital Management LLC | 2,244,614 | 1.91% | $14.52M | −58,765 | 0.00% |
| Formula Growth Ltd | 1,375,082 | 1.17% | $8.90M | +120,000 | 3.13% |
| Geode Capital Management, LLC | 1,338,354 | 1.14% | $8.66M | +175,225 | 0.00% |
| Citadel Advisors LLC | 1,303,746 | 1.11% | $8.44M | +475,201 | 0.00% |
| Gluskin Sheff & Assoc Inc | 1,172,434 | 1.00% | $7.59M | +47,508 | 1.17% |
| State Street Corp | 1,066,158 | 0.91% | $6.90M | +117,994 | 0.00% |
| CAS Investment Partners, LLC | 922,639 | 0.78% | $5.97M | −5,906 | 0.32% |
| CenterBook Partners LP | 878,650 | 0.75% | $5.68M | +45,941 | 0.28% |
| Silvercrest Asset Management Group LLC | 872,522 | 0.74% | $5.65M | −42,562 | 0.04% |
| Roubaix Capital, LLC | 812,601 | 0.69% | $5.26M | +151,564 | 1.89% |
| Rice Hall James & Associates, LLC | 747,843 | 0.64% | $4.84M | +225,172 | 0.24% |
| Goldman Sachs Group Inc | 595,323 | 0.51% | $3.85M | +4,386 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 135 | 109M | 92.6% | 22 / 55 | 40 / 26 | 7M | 5M |
| Q1 2026 | 142 | 106M | 90.5% | 23 / 44 | 53 / 29 | 14M | 11M |
| Q4 2025 | 150 | 106M | 90.4% | 28 / 38 | 59 / 14 | 8M | 10M |
| Q3 2025 | 139 | 113M | 96.5% | 31 / 51 | 35 / 20 | 11M | 13M |
| Q2 2025 | 128 | 116M | 98.4% | 18 / 55 | 37 / 21 | 10M | 6M |
| Q1 2025 | 131 | 112M | 95.4% | 14 / 44 | 56 / 22 | 9M | 9M |
| Q4 2024 | 140 | 112M | 95.5% | 37 / 46 | 45 / 27 | 78M | 5M |
| Q3 2024 | 132 | 39M | 33.1% | 40 / 53 | 27 / 16 | 13M | 3M |
| Q2 2024 | 109 | 31M | 26.6% | 22 / 42 | 30 / 17 | 3M | 3M |
| Q1 2024 | 104 | 31M | 26.6% | 18 / 38 | 44 / 24 | 5M | 4M |
| Q4 2023 | 110 | 30M | 25.8% | 20 / 43 | 39 / 16 | 5M | 5M |
| Q3 2023 | 107 | 31M | 26.3% | 20 / 36 | 41 / 15 | 4M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SWIM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,657,076 | 1.41% | $10.72M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,321,952 | 1.12% | $8.55M | 0.01% | Jun 30, 2026 |
| Wasatch Micro Cap Fund | 1,207,314 | 1.03% | $7.81M | 1.16% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 802,406 | 0.68% | $4.30M | 0.02% | Jul 31, 2026 |
| Wasatch Micro Cap Value Fund | 763,508 | 0.65% | $4.94M | 1.28% | Jun 30, 2026 |
| Fidelity Series Small Cap Core Fund | 667,000 | 0.57% | $3.58M | 0.23% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 562,271 | 0.48% | $3.01M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 524,292 | 0.45% | $3.39M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 477,932 | 0.41% | $3.09M | 0.02% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 469,287 | 0.40% | $2.52M | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 407,694 | 0.35% | $2.19M | 0.02% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 362,057 | 0.31% | $1.94M | 0.01% | Jul 31, 2026 |
| Emerald Growth Fund | 351,654 | 0.30% | $1.88M | 0.13% | Jul 31, 2026 |
| Emerald Growth Fund | 351,654 | 0.30% | $2.13M | 0.15% | Apr 30, 2026 |
| Dimensional US Small Cap Value ETF | 340,616 | 0.29% | $1.83M | 0.02% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sean Gadd | President and CEO, Director | – | – | Jan 12, 2026 |
| Scott Michael Rajeski | CHIEF EXECUTIVE OFFICER, Director | 4,823,573 | 4.10% | Mar 17, 2025 |
| Suraj Kunchala | VICE PRESIDENT & CONTROLLER | 73,743 | 0.06% | Aug 11, 2026 |
| Oliver C. Gloe | CHIEF FINANCIAL OFFICER | 540,758 | 0.46% | May 21, 2026 |
| Nikki Vaughan Maczko | Chief Human Resources Officer | 118,168 | 0.10% | May 21, 2026 |
| Patrick M. Sheller | GENERAL COUNSEL & SECRETARY | 434,238 | 0.37% | Mar 16, 2026 |
| Sanjeev Bahl | CHIEF OPERATING OFFICER | 428,339 | 0.36% | Mar 16, 2026 |
| Kaushal Bhikhesh Dhruv | CIO & CISO | 396,511 | 0.34% | Mar 16, 2026 |
| Joshua D. Cowley | CHIEF COMMERCIAL OFFICER | 556,145 | 0.47% | Mar 17, 2025 |
| James E. Cline | Director | 767,861 | 0.65% | May 20, 2026 |
| Suzan Morno-Wade | Director | 130,748 | 0.11% | May 4, 2026 |
| DeLu Jackson | Director | 102,409 | 0.09% | May 4, 2026 |
| Frank J. Dellaquila | Director | 39,491 | 0.03% | May 4, 2026 |
| Jeffrey T. Jackson | Director | 17,677 | 0.02% | May 4, 2026 |
| Mark Phillip Laven | Director | 1,544,657 | 1.31% | May 4, 2026 |
| Todd A. Antonelli | – | 51,606 | 0.04% | Sep 10, 2026 |
| Wynnchurch Capital Partners Iv, L.P. | 10% owner | 11,050,953 | 9.39% | Mar 18, 2025 |
| Wc Partners Executive Iv, L.P. | 10% owner | 332,818 | 0.28% | Mar 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Todd A. Antonelli – | Sep 9, 2026 | Award | +51,606 | – | – | 51,606 |
| Suraj Kunchala VICE PRESIDENT & CONTROLLER | Aug 7, 2026 | Returned to company | −8,693 | $7.29 | $63.37K | 73,743 |
| Suraj Kunchala VICE PRESIDENT & CONTROLLER | Aug 7, 2026 | Option exercise | +13,483 | $3.24 | $43.68K | 82,436 |
| Nikki Vaughan Maczko Chief Human Resources Officer | May 20, 2026 | Tax withholding | −3,356 | $4.89 | $16.41K | 118,168 |
| Oliver C. Gloe CHIEF FINANCIAL OFFICER | May 20, 2026 | Buy | +15,050 | $4.90 | $73.75K | 540,758 |
| James E. Cline Director | May 19, 2026 | Buy | +50,000 | $4.84 | $242.00K | 100,000 |
| James E. Cline Director | May 1, 2026 | Award | +22,727 | – | – | 211,978 |
| Suzan Morno-Wade Director | May 1, 2026 | Award | +17,677 | – | – | 130,748 |
| Jeffrey T. Jackson Director | May 1, 2026 | Award | +17,677 | – | – | 17,677 |
| DeLu Jackson Director | May 1, 2026 | Award | +17,677 | – | – | 102,409 |
| Frank J. Dellaquila Director | May 1, 2026 | Award | +17,677 | – | – | 39,491 |
| Mark Phillip Laven Director | May 1, 2026 | Award | +17,677 | – | – | 1,044,224 |
| Suraj Kunchala VICE PRESIDENT & CONTROLLER | Mar 15, 2026 | Tax withholding | −2,162 | $6.02 | $13.02K | 68,953 |
| Sanjeev Bahl CHIEF OPERATING OFFICER | Mar 15, 2026 | Tax withholding | −9,970 | $6.02 | $60.02K | 428,339 |
| Kaushal Bhikhesh Dhruv CIO & CISO | Mar 15, 2026 | Tax withholding | −6,485 | $6.02 | $39.04K | 396,511 |
| Patrick M. Sheller GENERAL COUNSEL & SECRETARY | Mar 15, 2026 | Tax withholding | −9,943 | $6.02 | $59.86K | 434,238 |
| Suraj Kunchala VICE PRESIDENT & CONTROLLER | Mar 7, 2026 | Tax withholding | −978 | $6.30 | $6.16K | 71,115 |
| Sanjeev Bahl CHIEF OPERATING OFFICER | Mar 7, 2026 | Tax withholding | −3,463 | $6.30 | $21.82K | 438,309 |
| Nikki Vaughan Maczko Chief Human Resources Officer | Mar 7, 2026 | Tax withholding | −2,877 | $6.30 | $18.13K | 121,524 |
| Kaushal Bhikhesh Dhruv CIO & CISO | Mar 7, 2026 | Tax withholding | −2,500 | $6.30 | $15.75K | 402,996 |
| Oliver C. Gloe CHIEF FINANCIAL OFFICER | Mar 7, 2026 | Tax withholding | −5,522 | $6.30 | $34.79K | 525,708 |
| Patrick M. Sheller GENERAL COUNSEL & SECRETARY | Mar 7, 2026 | Tax withholding | −3,436 | $6.30 | $21.65K | 444,181 |
| Suraj Kunchala VICE PRESIDENT & CONTROLLER | Mar 6, 2026 | Award | +9,524 | – | – | 72,093 |
| Sanjeev Bahl CHIEF OPERATING OFFICER | Mar 6, 2026 | Award | +47,620 | – | – | 441,772 |
| Nikki Vaughan Maczko Chief Human Resources Officer | Mar 6, 2026 | Award | +28,175 | – | – | 124,401 |
| Kaushal Bhikhesh Dhruv CIO & CISO | Mar 6, 2026 | Award | +24,604 | – | – | 405,496 |
| Oliver C. Gloe CHIEF FINANCIAL OFFICER | Mar 6, 2026 | Award | +54,167 | – | – | 531,230 |
| Patrick M. Sheller GENERAL COUNSEL & SECRETARY | Mar 6, 2026 | Award | +47,024 | – | – | 447,617 |
| Suraj Kunchala VICE PRESIDENT & CONTROLLER | Mar 5, 2026 | Award | +1,849 | – | – | 62,569 |
| Sanjeev Bahl CHIEF OPERATING OFFICER | Mar 5, 2026 | Award | +9,234 | – | – | 394,152 |
| Nikki Vaughan Maczko Chief Human Resources Officer | Mar 5, 2026 | Award | +5,436 | – | – | 96,226 |
| Kaushal Bhikhesh Dhruv CIO & CISO | Mar 5, 2026 | Award | +4,797 | – | – | 380,892 |
| Oliver C. Gloe CHIEF FINANCIAL OFFICER | Mar 5, 2026 | Award | +10,433 | – | – | 477,063 |
| Patrick M. Sheller GENERAL COUNSEL & SECRETARY | Mar 5, 2026 | Award | +9,162 | – | – | 400,593 |
| Patrick M. Sheller GENERAL COUNSEL & SECRETARY | Mar 1, 2026 | Tax withholding | −9,250 | $6.71 | $62.07K | 391,431 |
| Suraj Kunchala VICE PRESIDENT & CONTROLLER | Mar 1, 2026 | Tax withholding | −2,035 | $6.71 | $13.65K | 60,720 |
| Sanjeev Bahl CHIEF OPERATING OFFICER | Mar 1, 2026 | Tax withholding | −9,253 | $6.71 | $62.09K | 384,918 |
| Kaushal Bhikhesh Dhruv CIO & CISO | Mar 1, 2026 | Tax withholding | −6,143 | $6.71 | $41.22K | 376,095 |
| Frank J. Dellaquila Director | Aug 22, 2025 | Buy | +5,000 | $8.24 | $41.20K | 21,814 |
| Patrick M. Sheller GENERAL COUNSEL & SECRETARY | Aug 8, 2025 | Tax withholding | −3,921 | $7.38 | $28.94K | 400,681 |
| Nikki Vaughan Maczko Chief Human Resources Officer | May 20, 2025 | Tax withholding | −3,356 | $6.26 | $21.01K | 90,790 |
| Oliver C. Gloe CHIEF FINANCIAL OFFICER | May 15, 2025 | Buy | +13,500 | $6.10 | $82.35K | 466,630 |
| James E. Cline Director | May 12, 2025 | Sale | −4,417 | $6.45 | $28.49K | 189,251 |
| James E. Cline Director | May 9, 2025 | Sale | −45,583 | $5.95 | $271.22K | 193,668 |
| DeLu Jackson Director | May 1, 2025 | Award | +16,814 | – | – | 84,732 |
| Frank J. Dellaquila Director | May 1, 2025 | Award | +16,814 | – | – | 16,814 |
| Suzan Morno-Wade Director | May 1, 2025 | Award | +16,814 | – | – | 113,071 |
| James E. Cline Director | May 1, 2025 | Award | +22,124 | – | – | 239,251 |
| Mark Phillip Laven Director | May 1, 2025 | Award | +16,814 | – | – | 1,026,547 |
| Joshua D. Cowley CHIEF COMMERCIAL OFFICER | Mar 15, 2025 | Tax withholding | −14,426 | $7.29 | $105.17K | 556,145 |
| Oliver C. Gloe CHIEF FINANCIAL OFFICER | Mar 15, 2025 | Tax withholding | −12,039 | $7.29 | $87.76K | 453,130 |
| Suraj Kunchala VICE PRESIDENT & CONTROLLER | Mar 15, 2025 | Tax withholding | −2,162 | $7.29 | $15.76K | 62,755 |
| Sanjeev Bahl CHIEF OPERATING OFFICER | Mar 15, 2025 | Tax withholding | −9,970 | $7.29 | $72.68K | 394,171 |
| Kaushal Bhikhesh Dhruv CIO & CISO | Mar 15, 2025 | Tax withholding | −6,485 | $7.29 | $47.28K | 382,238 |
| Scott Michael Rajeski CHIEF EXECUTIVE OFFICER, Director | Mar 15, 2025 | Tax withholding | −36,187 | $7.29 | $263.80K | 745,672 |
| Patrick M. Sheller GENERAL COUNSEL & SECRETARY | Mar 15, 2025 | Tax withholding | −9,943 | $7.29 | $72.48K | 404,602 |
| Wynnchurch Capital Partners Iv, L.P. 10% owner | Mar 14, 2025 | Sale | −3,494,750 | $6.54 | $22.86M | 11,050,953 |
| Wc Partners Executive Iv, L.P. 10% owner | Mar 14, 2025 | Sale | −105,250 | $6.54 | $688.34K | 332,818 |
| Oliver C. Gloe CHIEF FINANCIAL OFFICER | Mar 7, 2025 | Award | +53,411 | – | – | 465,169 |
| Nikki Vaughan Maczko Chief Human Resources Officer | Mar 7, 2025 | Award | +27,831 | – | – | 94,146 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kaushal Bhikhesh Dhruv Former Officer | Aug 11, 2026 | 14,622 | $107.81K | Aug 11, 2026 | SAR |
| D. Cowley Joshua Officer | Aug 11, 2025 | 39,934 | $284.51K | Aug 11, 2025 | Stock Appreciation Rights |
| Earl Cline James Director | May 12, 2025 | 4,417 | $28.48K | May 12, 2025 | Open Market Purchase |
| Earl Cline James Director | May 9, 2025 | 45,583 | $271.41K | May 9, 2025 | Open Market Purchase |
| Scott Michael Rajeski Officer | Dec 11, 2024 | 28,292 | $236.22K | Dec 11, 2024 | SARS |
| Sanjeev Bahl Officer | Nov 12, 2024 | 11,750 | $69.38K | Nov 11, 2024 | SAR EXERCISE |
| Scott Michael Rajeski Officer | Aug 26, 2024 | 35,851 | $236.03K | Aug 26, 2024 | RESTRICTED STOCK |
| Michael Rajeski Scott Chief Executive Officer, Director | Aug 19, 2024 | 33,000 | $201.02K | Aug 16, 2024 | Retail shares purchased |
| Feck Melissa Officer | Aug 11, 2023 | 7,167 | $30.06K | Aug 11, 2023 | Restricted stock vesting under a registered plan |
| Feck Melissa Officer | Aug 10, 2023 | 92,833 | $376.22K | Aug 10, 2023 | Restricted stock vesting under a registered plan |