YETI fund manager activity
YETI Holdings, Inc · NYSE. Reported by 11 tracked fund managers in their 13F filings, Q4 2018 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Glenn Welling - Engaged Capital | Trimmed | 2,032,695 | $89,784,138 | 22.9% | Feb 17, 2026 |
| First Eagle Investment Management | Trimmed | 134,500 | $5,940,865 | 0.01% | Feb 4, 2026 |
| Jeremy Grantham - GMO | Trimmed | 50,118 | $2,213,712 | 0.01% | Feb 17, 2026 |
| Thomas Russo - Gardner Russo & Quinn | No change | 24,000 | $1,060,080 | 0.01% | Feb 12, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 769,238 | $33,977,242 | 0.12% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Glenn Welling - Engaged Capital | Added | 2,169,551 | $71,985,702 | 17.7% | Nov 14, 2025 |
| First Eagle Investment Management | Added | 142,400 | $4,724,832 | 0.01% | Nov 12, 2025 |
| Jeremy Grantham - GMO | Added | 51,138 | $1,696,759 | 0.00% | Nov 13, 2025 |
| Thomas Russo - Gardner Russo & Quinn | No change | 24,000 | $796,320 | 0.01% | Nov 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 662,387 | $21,978,001 | 0.10% | Nov 14, 2025 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | Nov 14, 2025 |
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