Letters by company
YETI Holdings, Inc.
3 letters discussing YETI. Everything written about it on this site is on its ticker page.
- Andrew Hill Investment Advisors 2025 Q3 Client Letter Andrew Hill Investment Advisors emphasized AI-linked energy infrastructure, building positions in Google, GE Vernova and American Superconductor while identifying Yeti and solar-equipment makers as opportunities created by weak sentiment. The firm added catastrophe-bond exposure through Victory Pioneer A+ and retained gold as a geopolitical hedge while reducing healthcare and defensive consumer exposure. Q3 2025 AMSC $1.2BCOST $490BGE $343B
- Andrew Hill Investment Advisors 2nd Quarter Recap - Ending Up, After A Wild Ride Andrew Hill Investment Advisors emphasizes AI infrastructure holdings, a laddered high-quality bond strategy and a gold allocation as hedges against tariff, inflation and geopolitical risks. The firm removed Visa in favor of Circle and Fiserv, while adding Yeti, Thermo Scientific and HA Sustainable Infrastructure amid political and tariff-related selling pressure. second quarter of 2025 YETI $2.9B
- Forager Funds Management Chief Investment Officer Letter: Quarterly Letter March 2024 Forager argues that small-cap valuations have become selectively optimistic, rewarding companies that deliver profit, cashflow and growth while punishing missed expectations. It trimmed Gentrack and Installed Building Products on valuation, retains confidence in the delayed long-term cases for Experience Co and Yeti, and supports delisting the Australian Shares Fund to address its unit discount and liquidity. first quarter 2024 EXP $45MGTK $368MIBP $6.1B
