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YETI position history

The shares of Yeti Holdings (YETI) that Engaged Capital LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q1: 1,543,518 shares, $51M, 13.0% of portfolio, New
  2. 2025 Q2: 2,162,518 shares, $68M, 19.1% of portfolio, Add +40.1%
  3. 2025 Q3: 2,169,551 shares, $72M, 17.7% of portfolio, Add +0.3%
  4. 2025 Q4: 2,032,695 shares, $90M, 22.9% of portfolio, Reduce −6.3%
  5. 2026 Q1: 1,784,095 shares, $65M, 21.5% of portfolio, Reduce −12.2%
  6. 2026 Q2: 1,194,095 shares, $59M, 18.1% of portfolio, Reduce −33.1%
Holdings date Value % of holdings Shares Filing date All 13F holders