FIDUCIARY MANAGEMENT INC /WI/ HAYW β€” Hayward Holdings

Ownership history in FIDUCIARY MANAGEMENT INC /WI/  Β·  5 quarters on record

AI Ownership Summary

FIDUCIARY MANAGEMENT INC /WI/ reported Hayward Holdings (HAYW) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.54% in 2025 Q4. The latest visible filing shows HAYW at 1.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HAYW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDUCIARY MANAGEMENT INC /WI/'s position in Hayward Holdings, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HAYW was reported at 1.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIDUCIARY MANAGEMENT INC /WI/ held HAYW β€” position size vs. price
% of Fund (quarterly)    HAYW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 9,089,866 +1,063,380 +13.2% 1.54% $140.4M 2026-02-14 (Est.) $16.71
2025 Q3 REDUCED β€” β€” β€” 8,026,486 -27,881 -0.3% 1.23% $121.4M 2025-11-14 $15.53
2025 Q2 ADDED β€” β€” β€” 8,054,367 +1,344,453 +20.0% 1.07% $111.2M 2025-08-14 $16.20
2025 Q1 ADDED β€” β€” β€” 6,709,914 +2,592,926 +63.0% 0.90% $93.4M 2025-05-14 $14.47
2024 Q4 INITIATED β€” β€” β€” 4,116,988 β€” β€” 0.59% $62.9M 2025-02-13 $14.17

FAQ About FIDUCIARY MANAGEMENT INC /WI/ and HAYW

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIDUCIARY MANAGEMENT INC /WI/ reported owning HAYW?

FIDUCIARY MANAGEMENT INC /WI/ reported HAYW across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported HAYW position in FIDUCIARY MANAGEMENT INC /WI/'s portfolio?

The largest reported portfolio weight for HAYW was 1.54% in 2025 Q4.

What is the latest reported HAYW position on this page?

The most recent filing on this page is 2025 Q4, when FIDUCIARY MANAGEMENT INC /WI/ reported 9,089,866 shares, equal to 1.54% of portfolio, with an estimated market value of $140.4M.

What does the chart on this HAYW ownership page compare?

The chart compares FIDUCIARY MANAGEMENT INC /WI/'s quarterly HAYW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIDUCIARY MANAGEMENT INC /WI/ time their HAYW position?

Based on 13F filing dates vs. subsequent HAYW price moves, FIDUCIARY MANAGEMENT INC /WI/ correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on HAYW relative to SPY over the holding period was +4.3%.

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