YETI Holdings Inc. (YETI)

Sector:Consumer Cyclical
Super Investor Stats:
Ownership count:3
Ownership rank:206
% of all portfolios:0.001%
Hold Price * :$41.03
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Lee Ainslie - Maverick Capital Buy 59,450 0.05
First Eagle Investment Management Buy 12,500 0.00
Polen Capital Management Reduce 6.13% 7,396 0.00
Q2  2024
Polen Capital Management Reduce 12.57% 17,342 0.00
Lee Ainslie - Maverick Capital Sell 100.00% 9,038 0.01
Q1  2024
Lee Ainslie - Maverick Capital Buy 9,038 0.01
Polen Capital Management Reduce 16.10% 26,467 0.00
Q4  2023
Polen Capital Management Reduce 30.39% 71,776 0.01
Q3  2023
Polen Capital Management Add 4.62% 10,431 0.00
Q2  2023
Polen Capital Management Add 7.80% 16,330 0.00
Q1  2023
Polen Capital Management Reduce 0.67% 1,411 0.00
Q4  2022
Polen Capital Management Reduce 25.10% 70,675 0.01
Bill Miller - Miller Value Partners Sell 100.00% 15,500 0.03
Q3  2022
Polen Capital Management Add 8.69% 22,514 0.00
Bill Miller - Miller Value Partners Reduce 49.18% 15,000 0.03
Q2  2022
Polen Capital Management Reduce 14.09% 42,466 0.00
Q1  2022
Polen Capital Management Add 31.79% 72,720 0.01
Bill Miller - Miller Value Partners Reduce 7.58% 2,500 0.01
Q4  2021
Polen Capital Management Add 49.66% 75,916 0.01
Bill Miller - Miller Value Partners Reduce 10.08% 3,700 0.01
Q3  2021
Polen Capital Management Add 9.56% 13,341 0.00
Bill Miller - Miller Value Partners Reduce 21.41% 10,000 0.03
Q2  2021
Polen Capital Management Add 6.40% 8,386 0.00
Q1  2021
Polen Capital Management Add 24.31% 25,648 0.00
Bill Miller - Miller Value Partners Buy 46,700 0.10
Q4  2020
Polen Capital Management Add 29.37% 23,950 0.00
Q3  2020
Polen Capital Management Add 18.71% 12,853 0.00
Q2  2020
Polen Capital Management Add 40.61% 19,834 0.00
Q1  2020
Polen Capital Management Buy 48,846 0.00
Howard Marks - Oaktree Capital Management Sell 100.00% 417,866 0.36
Q4  2019
Howard Marks - Oaktree Capital Management Reduce 22.28% 119,763 0.10
Q2  2019
Howard Marks - Oaktree Capital Management Reduce 15.19% 96,309 0.08
Q4  2018
Howard Marks - Oaktree Capital Management Buy 633,938 0.30

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.