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Disclosery

Engaged Capital LLC: YETI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Engaged Capital LLC on YETI, newest first. How the timeline and the estimate are built.

Engaged Capital LLC held 1,194,095 YETI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,194,095 shares
    Change vs previous 13F -590,000 shares

    18.09% of the 13F portfolio, value $59,179,348.

    13F-HR 0000921895-26-002154 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,784,095 shares
    Change vs previous 13F -248,600 shares

    21.52% of the 13F portfolio, value $65,280,036.

    13F-HR 0000921895-26-001375 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,032,695 shares
    Change vs previous 13F -136,856 shares

    22.9% of the 13F portfolio, value $89,784,138.

    13F-HR 0000921895-26-000438 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,169,551 shares
    Change vs previous 13F +7,033 shares

    17.66% of the 13F portfolio, value $71,985,702.

    13F-HR 0000921895-25-003080 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,162,518 shares
    Change vs previous 13F +619,000 shares

    19.06% of the 13F portfolio, value $68,162,567.

    13F-HR 0000921895-25-002274 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,543,518 shares
    Change vs previous 13F not available

    13.03% of the 13F portfolio, value $51,090,446.

    13F-HR 0000921895-25-001519 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).