← Top Holdings

YETIYETI HLDGS INC

CUSIP: 98585X104

2

Guru Owners

$66.2M

Total Value Held

1.8M

Total Shares

$65.3M
21.52%
$878K
0.01%

📊 Fundamentals

Market Cap$3.7B
P/E Ratio24.7x
Near market avg
Forward P/E14.7x
P/FCF26.7x
EPS (TTM)$1.97
Revenue (TTM)$1.9B
Profit Margin8.36%
Beta1.73

52-Week Range

$30.51
$51.89

Current: $48.68

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 24.7x trailing earnings → 14.7x forward · 8.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$23.5M$47.0M$70.4M$93.9MQ3 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $66.2M
REDUCEDGlenn Welling$65.3M
Q4 '253 owners · $93.9M
REDUCEDGlenn Welling$89.8M
NEWRay Dalio$3.1M
Q3 '252 owners · $72.8M
INCREASEDGlenn Welling$72.0M
Q2 '253 owners · $72.7M
INCREASEDGlenn Welling$68.2M
NEWLee Ainslie$3.8M
REDUCEDTom Russo$756K
Q1 '253 owners · $53.8M
NEWGlenn Welling$51.1M
NEWRay Dalio$1.7M
NEWTom Russo$1.1M
Q3 '241 owners · $2.4M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
7%analyst est. 7.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
7.3%current: 7.3%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

YETI Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker