
What smart money is saying about Hayward Holdings
3 funds in our archive have pitched Hayward Holdings, most recently Minot Light Capital Appreciation Fund in September 2026.
Hayward Holdings, Inc., established in 1925 and headquartered in Charlotte, North Carolina, specializes in the development, manufacturing, and global marketing of a diverse range of swimming pool equipment and integrated automation systems. Its extensive product line caters to both residential and commercial clients, featuring essential components such as circulation pumps, advanced filtration systems, heating units, robotic pool cleaners, energy-efficient LED lighting, smart Internet of Things (IoT) controls, alternative water treatment solutions, and decorative water features. The company distributes its offerings through a varied network that includes specialty distributors, retail partners, and group purchasing organizations, serving markets across North America, Europe, and other international territories.
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Position history
Between Q4 2025 and Q3 2026, 1 fund letter reported a position in Hayward Holdings, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 2 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- New positionFPA Queens Road Small Cap Value FundSeptember 2026
“In Q3, we added five new positions – Hayward Holdings (HAYW), Teleflex (TFX), Simpson Manufacturing (SSD), FTI Consulting (FCN), and Flowco (FLOC).”
Hayward Holdings
Fund coverage · 3 theses
- Minot Light Capital Appreciation FundSeptember 2026
Hayward Holdings is a high-quality industrial company with strong recurring repair/replacement revenue, solid margins and cash flow, and attractive upside as investors rotate away from AI-buildout names.
Read the full thesis - FPA Queens Road Small Cap Value FundSeptember 2026
Hayward Holdings makes residential pool equipment and is supported by an oligopolistic market, pricing power, and an attractive valuation.
Read the full thesis - Fiduciary ManagementDecember 2025
Hayward Holdings is a leading residential pool equipment maker with resilient installed-base demand, pricing power, strong margins and ROIC, and an attractive valuation despite cyclical weakness.
Read the full thesis
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