What smart money is saying about Pool Corporation
1 fund in our archive has pitched Pool Corporation — most recently Schafer Cullen Water Impact Strategy in December 2025.
Pool Corporation distributes swimming pool supplies, equipment, and related leisure products in the United States and internationally. The company offers maintenance products, including chemicals, supplies, and pool accessories; repair and replacement parts for pool equipment, such as cleaners, filters, heaters, pumps, and lights; fiberglass pools, and hot tubs and packaged pool kits comprising walls, liners, braces, and coping for in-ground and above-ground pools; pool equipment and components for new pool construction and the remodeling of existing pools; and irrigation and related products consisting of irrigation system components, and professional lawn care equipment and supplies. It also provides building materials, such as concrete, plumbing and electrical components, functional and decorative pool surfaces, decking materials, tiles, hardscapes, and natural stones for pool installations and remodeling; and commercial products, including heaters, safety equipment, and commercial pumps and filters. In addition, the company offers other pool construction and recreational products comprising discretionary recreational and related outdoor living products, such as grills and components for outdoor kitchens. It serves swimming pool remodelers and builders; specialty retailers that sell swimming pool supplies; swimming pool repair and service businesses; irrigation construction and landscape maintenance contractors; and commercial customers that serve hotels, universities, and community recreational facilities. As of March 03, 2022, the company operated 410 sales centers in North America, Europe, and Australia. Pool Corporation was incorporated in 1993 and is headquartered in Covington, Louisiana.
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Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in Pool Corporation — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 1 move
- July 2026
“10.Pool Corp (POOL) ● Business: POOL (Pool Corp.) is the world's largest wholesale distributor of swimming pool supplies, equipment, outdoor living products, and irrigation systems. It benefits from a dominant distribution network, recurring maintenance demand, and strong relationships with professional contractors. Growth is tied to new pool construction, remodeling, and replacement equipment, making it somewhat cyclical with housing and consumer spending. The company has a long history of high returns on capital, strong free cash flow, and disciplined capital allocation, but valuation often reflects that quality. ● Insider Buying/Selling: Manuel J. Perez de la Mesa (Director / Vice Chairman): He has been the most aggressive buyer, executing multiple large purchases. May 13, 2026: Purchased 17,811 shares at $157.83 per share (~$1.09M total) May 7, 2026: Purchased 10,000 shares at $190.00 per share (~$1.90M total) He also made separate purchases of 5,000 shares each in March 2026 (at $205.00/share) and March 2026 (at $218.00/share). John E. Stokely (Chair of the Board): May 7, 2026: Purchased 1,000 shares at $193.06 per share (~$193,065 total). James D. Hope (Director): May 7, 2026: Purchased 464 shares at $194.41 per share (~$90,209 total). David G. Whalen (Director): May 8, 2026: Purchased 525 shares at $190.44 per share (~$99,981 total). ● Recent News: Recent news and catalysts currently impacting the share price of Pool Corporation (POOL) include a mix of index reshuffling, leadership changes, and analyst updates: A major near-term catalyst is the recent announcement that Pool Corp is being removed from the S&P 500 and transitioning to the S&P SmallCap 600 index. This move generally creates downward pressure on a stock's valuation multiple as large passive S&P 500 index funds are forced to sell their shares to rebalance their portfolios. In May 2026, the company announced a sudden CEO change, with John B. Watwood taking over as President and CEO to replace Peter D. Arvan. While the Board cited succession planning, abrupt executive changes often inject management uncertainty and near-term investor caution. To help support the stock price amidst the management changes and softer macroeconomic demand (like tepid housing activity and tighter consumer spending), Pool Corp recently: 12 Confidential The Insiders Fund Expanded its share repurchase program to $600 million. Increased its quarterly dividend by 4% to $1.30 per share ● Our Thesis: Oil prices will drop dramatically as the IRAN war winds down. As oil comes down, inflation numbers will cool. Trump will pivot toward the domestic economy. The moribund housing sector will take off when the market anticipates a drop in interest rates. We believe Pool could be a way to play this theme backed up by strong insider buying conviction.”
Pool Corporation - June 2026
“Seven positions were eliminated from the portfolio during the quarter.”
Pool Corporation
Fund coverage · 1 thesis
- Schafer Cullen Water Impact StrategyDecember 2025
Pool Corporation is the leading U.S. pool equipment distributor with resilient repair/replacement demand, stabilizing earnings, and an attractive trough valuation with potential strategic interest.
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