YETI fund manager activity
YETI Holdings, Inc · NYSE. Reported by 11 tracked fund managers in their 13F filings, Q4 2018 to Q2 2026.
Q2 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Glenn Welling - Engaged Capital | Added | 2,162,518 | $68,162,567 | 19.1% | Aug 14, 2025 |
| First Eagle Investment Management | Trimmed | 139,200 | $4,387,584 | 0.01% | Aug 6, 2025 |
| Jeremy Grantham - GMO | New | 47,894 | $1,509,619 | 0.00% | Aug 13, 2025 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 24,000 | $756,480 | 0.01% | Aug 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 505,834 | $15,943,888 | 0.10% | Aug 14, 2025 |
| Lee Ainslie - Maverick Capital | New | 121,097 | $3,816,977 | 0.06% | Aug 14, 2025 |
Q1 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Glenn Welling - Engaged Capital | New | 1,543,518 | $51,090,446 | 13.0% | May 15, 2025 |
| First Eagle Investment Management | Added | 238,000 | $7,877,800 | 0.02% | May 12, 2025 |
| Thomas Russo - Gardner Russo & Quinn | New | 32,500 | $1,075,750 | 0.01% | May 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 176,890 | $5,855,059 | 0.05% | May 15, 2025 |
| Polen Capital Management | Sold out | — | — | 0.00% | May 12, 2025 |
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