Monitor for any future conversion to Schedule 13D or additional stake increases, which would signal a shift from passive to activist intent. For now, this is a routine passive disclosure.
Price Chart
Executive Summary
Reinhart Partners, LLC disclosed a 5.14% passive stake in YETI Holdings as of September 30, 2026, via a new Schedule 13G filing. The fund holds 3,889,802 shares, acquired in the ordinary course of business with no intent to influence control.
Key Financial Metrics
Key Facts
- Reinhart Partners, LLC reported beneficial ownership of 3,889,802 shares of YETI common stock.
- The stake represents 5.14% of shares outstanding as of September 30, 2026.
- The filing is a new Schedule 13G, indicating a passive investment intent under Rule 13d-1(b).
- The fund has sole voting power over 3,593,676 shares and sole dispositive power over 3,889,802 shares.
Financial Impact
Passive 5.14% stake — no direct financial impact; signals institutional interest at current valuation.
Risk Factors
- Reinhart Partners could increase or decrease the stake without public notice until the next 13G amendment threshold (10% or 5% change).
- No indication of activist intent, but a large passive holder could still influence management through private engagement.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001080298-26-000013 |
| Document: 0001080298-26-000013-index.html | 0001080298-26-000013 |
| Document: 0001080298-26-000013.txt | 0001080298-26-000013 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Press Release | $44.03 | awaiting T+20 | — | $42.79 (−2.82%) |
Oct 21, 2026 5d ago | Institutional Cluster | $44.03 | awaiting T+20 | — | $42.79 (−2.82%) |
Oct 13, 2026 13d ago | SC 13G | $39.34 | awaiting T+20 | — | $42.79 (+8.77%) |
Sep 17, 2026 5w ago | 8-K | $41.22 $42.02 | ▲ +1.94% | ▲ +0.74% | $42.79 (+3.81%) |
Sep 17, 2026 5w ago | Press Release | $41.22 $42.02 | ▲ +1.94% | ▲ +0.48% | $42.79 (+3.81%) |
Aug 13, 2026 10w ago | 8-K | $45.47 $40.26 | ▼ −11.46% | ▼ −9.71% | $42.79 (−5.89%) |
Aug 13, 2026 10w ago | Press Release | $45.47 $40.26 | ▼ −11.46% | ▼ −9.71% | $42.79 (−5.89%) |
Aug 12, 2026 10w ago | 8-K | $45.47 $40.26 | ▼ −11.46% | ▼ −9.71% | $42.79 (−5.89%) |
May 14, 2026 23w ago | 8-K | $40.69 $50.42 | ▲ +23.91% | ▲ +24.77% | $42.79 (+5.16%) |
Mar 26, 2026 30w ago | DEFA14A | $35.57 $39.38 | ▲ +10.71% | ▼ −2.03% | $42.79 (+20.30%) |
US Market Status
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