EMERALD MUTUAL FUND ADVISERS TRUST

Mutual Fund

CIK

1352895

City

Leola

State / Country

PA

Stock

SWIM — Latham Group, Inc.

Top Portfolio Positions

195 positions · $1,972,030,573 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
MOD	Modine Manufacturing Co Consumer Cyclical	236,071	$51,158,946	2.59%
GH	Guardant Health, Inc. Healthcare	519,545	$47,990,371	2.43%
BE	Bloom Energy Corp Industrials	352,178	$47,716,597	2.42%
TTMI	Ttm Technologies Inc Technology	470,005	$45,787,887	2.32%
COGT	Cogent Biosciences, Inc. Healthcare	1,028,832	$39,599,743	2.01%
VSEC	Vse Corp Industrials	195,915	$36,126,726	1.83%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	510,656	$36,006,354	1.83%
FN	Fabrinet Technology	65,010	$33,904,015	1.72%
AGX	Argan Inc Industrials	58,943	$32,103,304	1.63%
AIR	Aar Corp Industrials	280,257	$30,676,931	1.56%

Portfolio Trend

25 quarters · across all stocks

Holdings in SWIM

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,450,514	642,554	0.0%	Shares	Sole	2026-05-04
2025-12-31	$4,080,217	642,554	0.0%	Shares	Sole	2026-02-09
2025-09-30	$4,889,835	642,554	0.0%	Shares	Sole	2025-10-30
2025-06-30	$4,099,494	642,554	+231.9%	Shares	Sole	2025-08-04
2025-03-31	$1,244,732	193,582	-1.5%	Shares	Sole	2025-05-01
2024-12-31	$1,367,974	196,548	+937.6%	Shares	Sole	2025-02-14
2024-06-30	$57,397	18,943	-37.6%	Shares	Sole	2024-08-06
2024-03-31	$120,170	30,346	+59.0%	Shares	Sole	2024-05-08
2023-12-31	$50,196	19,086	-94.5%	Shares	Sole	2024-02-05
2021-12-31	$8,689,239	347,153	+38.9%	Shares	Sole	2022-02-02
2021-09-30	$4,099,212	249,952	-54.1%	Shares	Sole	2021-10-28
2021-06-30	$17,422,706	545,141	—	Shares	Sole	2021-07-29
No 13F history on record for this holder in this stock.