Hayward Holdings, Inc.

HAYW Industrials
$15.97 $-0.04 (-0.25%)
Market Cap: $3.46 B
Gurus Holding
6
Popularity Rank
#1467
% of Shares Held
2.59%
Net Activity (Q3 2025)
-$23.68 M

Guru Ownership Over Time

Guru Analysis for Hayward Holdings, Inc. (HAYW)

Hayward Holdings, Inc. (HAYW), a key player in the Industrials sector, continues to attract institutional attention.

As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $89.67 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Notably, Michael Dell has expressed high conviction in this stock, allocating 8.87% of their equity portfolio to it.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $23.68 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies who dramatically increased their stake. Conversely, Michael Dell reduced exposure by 85.8%.

Portfolio Manager % of portfolio Activity Shares Value Peroid
0.02% Reduce -0.8% 2,512,059 $37.59 M Q3 2025
0.13% Add 499.7% 1,947,137 $29.44 M Q3 2025
8.87% Reduce -85.8% 608,062 $9.19 M Q3 2025
0.01% Add 1182.7% 485,447 $7.34 M Q3 2025
0.00% New Buy 39,009 $589,816 Q3 2025
0.00% New Buy 22,956 $347,095 Q3 2025

Key Holders

Top 5 by Value

$37.59 M
$29.44 M
$9.19 M
$589,816

Top 5 by Conviction

Recent Activity Breakdown(Q3 2025)

+$32.24 M
Total Buy Value
New Buys: 2
Additions: 2
-$55.92 M
Total Sell Value
Reductions: 2
Sold Out: 0

Guru Consensus (Q3 2025)

Based on recent guru activity
Net Sellers
2
Net Buyers
4

FAQs for Hayward Holdings, Inc. (HAYW)

Top Guru holders include Cliff Asness ($37.59 M), Joel Greenblatt ($29.44 M), Michael Dell ($9.19 M). Collectively, tracked Gurus hold 5.61 M shares.

Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $23.68 M, with 4 Gurus buying and 2 Gurus selling.

In the recent quarter, 2 Gurus reduced their positions, and 0 Gurus sold out of HAYW completely. Total sell value was $55.92 M.

Yes, 2 Gurus opened new positions in HAYW, and 2 added to their existing holdings. Total buy value was $32.24 M.