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Written by Jonathan Ponciano for The Motley Fool->
Van Berkom & Associates sold 1,620,914 YETI shares in the first quarter, with an estimated trade value of $71.32 million based on quarterly average prices.
Meanwhile, the quarter-end position value decreased by $71.60 million, reflecting both share sales and price movements.
The transaction represented 2.36% of 13F reportable assets under management.
Van Berkom & Associates Inc. sold out its entire position in YETI Holdings (NYSE:YETI) during the first quarter, according to a May 7, 2026, SEC filing. The estimated transaction value is $71.32 million, based on the average closing price for the quarter.
According to a recent SEC filing dated May 7, 2026, Van Berkom & Associates Inc. liquidated its entire stake in YETI Holdings during the first quarter of 2026. The firm sold 1,620,914 shares, with the estimated transaction value totaling $71.32 million, based on the average closing price for the quarter. The net position change, including price fluctuations, was a decrease of $71.60 million.
YETI Holdings, Inc. distributes durable outdoor products and utilizes a multi-channel distribution strategy in the leisure and recreation market.
YETI stock has surged about 50% over the past year, and this sale ultimately looks like a classic case of locking in gains after a huge run.Underneath the stock’s latest rally, profit growth has started to slow, and tariff pressures are beginning to creep in. Fourth-quarter sales rose 7% to $583.7 million, while full-year net sales increased 2% to nearly $1.87 billion. International sales were especially impressive, climbing 25% in the quarter and 16% for the full year as the company expanded across Europe, Australia, and Japan. But margins moved in the wrong direction. Adjusted operating income fell 14% in the fourth quarter, and management said higher tariff costs shaved roughly $0.15 off adjusted EPS. Even full-year adjusted EPS slipped 9% to $2.48.Ultimately, YETI still has a strong brand, loyal customers, and growing international demand, but after such a sharp stock move, the market may now expect near-perfect execution. That leaves less room for operational hiccups or margin compression going forward.
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends DigitalOcean. The Motley Fool recommends Yeti. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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