WC
Wynnchurch Capital Partners Iv, L.p. Historical SEC 13F Holdings & Archive (Q3 2025)
Wynnchurch Capital Partners Iv, L.p.CIK: 0001620062
Concentrated strategy
Total reported value
$44.8M
Reporting period: 2025-09-30 · Number of holdings: 1
WYNNCHURCH CAPITAL PARTNERS IV, L.P. disclosed 1 holdings in its latest 13F filing for the period ending 2025-09-30, with total reported value of $44.8M and a quarterly turnover rate of 48.4%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 48.42
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged SWIM
-48.3% -$28.4M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWIM | Latham Group Inc | Stock-Other | 100.00% | — | -48.31% |
Portfolio Performance
Performance for Q3 2026
+34.1%
Performance Last 4 Quarters
-11.8%
- Stdev
- +50.3%
- Beta
- +0.93
- Alpha
- +5.9%
- Max Drawdown
- -34.2%
- Annualized Perf
- +12.8%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +0.82
- Stutzer
- +0.14
- Treynor
- +0.26
- Sterling
- +0.32
- Calmar
- +0.37
- Information Ratio
- +0.09
- Tracking Error
- +48.7%
- Stdev Down
- +29%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- +13.5%
- Worst 12 Months
- -20.9%
- Efficiency Ratio
- +0.09
- Sharpe
- +0.47
- Stdev Sectors
- —
- Skewness
- +0.29
- Kurtosis
- -0.7
- Upside Potential
- +2.85
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Wynnchurch Capital Partners Iv, L.p.'s most significant position changes for 2025-09-30: Trim: Latham Group Inc (SWIM) — shares -48.31%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SWIM | Latham Group Inc | — | -48.31% | Trim |
Filing History
FAQ
What is Wynnchurch Capital Partners Iv, L.p. and what type of investor is it?
Wynnchurch Capital Partners Iv, L.p. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-09-30), the firm manages a tracked equity portfolio valued at approximately $44.8M, spread across 1 disclosed positions.
What are Wynnchurch Capital Partners Iv, L.p.'s largest equity positions?
Based on the latest 13F filing, Wynnchurch Capital Partners Iv, L.p.'s top holdings by market value are:
1. Latham Group Inc (SWIM) — $44.8M (100.0%)
What changes did Wynnchurch Capital Partners Iv, L.p. make in its most recent portfolio filing?
In the latest quarter, Wynnchurch Capital Partners Iv, L.p. took a more defensive posture — trimming 1 positions and completely exiting 0 holdings. The largest of these moves: Trim: Latham Group Inc (SWIM) — shares -48.31%
What sectors does Wynnchurch Capital Partners Iv, L.p. focus on?
Sector breakdown data is not yet available for Wynnchurch Capital Partners Iv, L.p.. Check back after the next 13F processing cycle.
Investment Profile
Wynnchurch Capital Partners Iv, L.p. returned an annualized 12.8% over the trailing 18 months — outperforming the S&P 500 by 5.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.93 (roughly in line with the market) and a 44% quarterly batting average against the index.
Its portfolio is concentrated and moderately active.
Its turnover score has risen from 0 to 48 over the past 3 quarters — a shift toward more active trading.
It has trimmed its SWIM position for two straight quarters, cutting it by $28.4M while still holding $44.8M.
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Developer Access
Access Wynnchurch Capital Partners Iv, L.p.'s institutional profile programmatically:
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