SCHEDULE: Reinhart Partners Discloses 5.1% Stake in YETI Holdings

Reinhart Partners, LLC has reported beneficial ownership of 3,889,802 shares, representing 5.1% of YETI Holdings, Inc.'s common stock, as of September 30, 2026.

Summary

• Reinhart Partners, LLC has filed a Schedule 13G, indicating it is a significant beneficial owner of YETI Holdings, Inc. common stock.
• As of September 30, 2026, Reinhart Partners beneficially owns 3,889,802 shares of YETI Holdings, Inc. common stock.
• This ownership stake represents 5.1% of the total class of securities.
• The filing confirms Reinhart Partners has sole voting power over 3,593,676 shares and sole dispositive power over 3,889,802 shares.
• Reinhart Partners certifies that these securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive filing, indicating a significant but not overwhelming ownership stake by Reinhart Partners, LLC. The filing itself is a standard disclosure and doesn't contain operational or financial performance data.

Positives

• Reinhart Partners, LLC, an institutional investor, has taken a notable stake in YETI Holdings, Inc., which can be interpreted as a vote of confidence.
• The ownership of 5.1% indicates a substantial investment, potentially signaling a belief in the company's future prospects.
• The filing is a routine disclosure, suggesting no immediate or unusual corporate actions are being taken by the reporting entity.

Negatives

• The filing is a Schedule 13G, which is a passive ownership filing and does not provide any insight into the company's operational performance or financial health.
• The specific reasons for Reinhart Partners' investment are not detailed in this filing.

Risks

• As a Schedule 13G filing, it does not contain forward-looking statements or risk factors related to YETI Holdings' business operations.
• The primary risk associated with this filing is the potential for Reinhart Partners to change its investment strategy, which could impact share price if they decide to sell their stake.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain any forward-looking statements or guidance regarding YETI Holdings, Inc.'s future performance.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."
• "After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct."

Industry Context

StockSavvy.ai notes that institutional ownership filings like this Schedule 13G are common in the consumer discretionary sector. An increase or significant stake by an established investment firm like Reinhart Partners can signal positive sentiment towards the company's market position and growth potential within the outdoor and lifestyle products industry.

Comparison to Industry Standards

• As a Schedule 13G filing, it reports ownership percentages. A 5.1% stake is a significant holding for an institutional investor, often placing them among the top shareholders.
• Industry standards for institutional ownership vary, but a stake of this size by a firm like Reinhart Partners typically indicates a substantial investment, often exceeding that of many smaller funds or individual investors.
• Without specific financial or operational data from YETI Holdings in this filing, direct comparison to industry performance benchmarks is not possible.

Stakeholder Impact

• Shareholders: The filing may be viewed positively by existing shareholders as it indicates continued institutional interest and potential support for the company's stock.
• Management: The filing confirms that Reinhart Partners is a passive investor and not seeking to influence control, which may provide management with a degree of operational stability.
• Potential Investors: The disclosure of a significant stake by Reinhart Partners could attract further investor attention to YETI Holdings.

Next Steps

• Reinhart Partners will continue to hold its shares in YETI Holdings, Inc. in the ordinary course of business.
• Future filings will be made if ownership levels change significantly or if their investment strategy shifts from passive to active.

Key Dates

Keywords

YETI Holdings, Reinhart Partners, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Investment