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Hayward Holdings, Inc.

HAYW Industrials
$12.75 $-0.12 (-0.93%)
Market Cap: $2.7 B
Gurus Holding
4
Popularity Rank
#2205
% of Shares Held
1.93%
Net Activity (Q2 2026)
-$32.3 M

Guru Ownership Trend

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 Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $52.25 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Notably, Michael Dell has expressed high conviction in this stock, allocating 6.53% of their equity portfolio to it.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $32.3 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 2.2%. Conversely, Joel Greenblatt reduced exposure by 73.5%.

Key Holders

Top 5 by Value

$55.47 M
$7.56 M
$6.65 M
$397,368

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$1.2 M
Total Buy Value
New Buys 0
Additions 1
-$33.5 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
1

FAQs for Hayward Holdings, Inc. (HAYW)

Major holders include Cliff Asness ($55.47 M), Joel Greenblatt ($7.56 M), Michael Dell ($6.65 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 4.1 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $32.3 M, with 1 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited HAYW. The total reported sell value was $33.5 M.

Yes, 0 managers opened new positions in HAYW, and 1 increased their existing holdings. The total reported buy value was $1.2 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 2.2% 3,254,606 $55.47 M Q2 2026
0.02% Reduce -73.5% 436,554 $7.56 M Q2 2026
6.53% 384,229 $6.65 M Q2 2026
0.00% 22,956 $397,368 Q2 2026
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