Reinhart Partners, LLC. increased its position in Yeti by 373,641 shares, valued at $14.37 million, during the fourth quarter of 2025. This brought the total Yeti position to $134.08 million, up $45.76 million from the prior period, accounting for 4.02% of 13F reportable AUM.
Top holdings after the filing, other than Yeti, include FCNCA, SIMO, IDCC, ACLS, and SKWD. As of Feb. 10, 2026, Yeti shares were priced at $47.06, up 30.2% year-over-year, outperforming the S&P 500 by 15.79 percentage points.
Yeti offers coolers, drinkware, bags, and outdoor gear under YETI and Rambler brands. Revenue is generated through e-commerce, independent retailers, and international distribution. Targeting outdoor enthusiasts, Yeti designs premium products with a focus on durability and innovation.
Yeti’s adjusted earnings per share decreased 14% in the third quarter of 2025, attributed to higher tariff costs. International sales increased by 14%, while U.S. sales declined 1%. Management is confident, increasing share repurchase target to $300 million.
Reinhart Partners’ increased investment in Yeti comes ahead of the company’s fourth-quarter and fiscal-year 2025 financial results release. Yeti faces challenges with discretionary consumer spending and tariff costs. Management is working on supply chain improvements. Investors should monitor the upcoming report closely.

Read more at Yahoo Finance: 1 Investment Firm Just Loaded Up on Yeti Shares. Here’s why.