What smart money is saying about Latham Group
SWIM
No fund has written a full thesis on Latham Group in our archive, but 2 fund letters report a position in it, most recently Optimist Fund in June 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Latham Group, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- HoldsOptimist FundJune 2026
Listed in Optimist Fund’s reported holdings.
Latham Group - December 2025
“Portfolio Attribution: During the fourth quarter, the largest positive contributors were investments in the three UK listed water utilities (Severn Trent, Pennon Group, and United Utilities). Additional gains were seen from industrial companies Advanced Drainage Systems and Valmont Industries. The largest declines for the quarter came from other water industrial companies, particularly Latham Group, Xylem, Stantec and Veralto.”
Latham Group
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