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What smart money is saying about Hayward HoldingsUnited States flag

HAYW · Industrials · Electrical Equipment & Parts · Market cap $2.49B

3 funds in our archive have pitched Hayward Holdings, most recently Minot Light Capital Appreciation Fund in September 2026.

Company profile

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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1
Reported positions
1
Bought
0
Sold
3
Letters

Position history

Between Q4 2025 and Q3 2026, 1 fund letter reported a position in Hayward Holdings, with 1 buy (opened or added).

Fund letters reporting a position in Hayward Holdings, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261102
Q4 20250001

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

Fund coverage · 3 theses

  • Minot Light Capital Appreciation Fund
    September 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
  • Hayward Holdings makes residential pool equipment and is supported by an oligopolistic market, pricing power, and an attractive valuation.

    Read the full thesis
  • 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

Read every full thesis on Hayward Holdings

Read all 3 theses in full, with each fund's reasoning, and get unlimited access to the archive.

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