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Langdon Global Smaller Companies's investment thesis on YETI Holdings ($YETI) — Q2 2026 | Buyside Digest

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$YETINASDAQYETI Holdings

NEUTRAL

Langdon Global Smaller Companies—YETI

Fund Letter

Q2 2026

Published July 25, 2026

View Fund Profile

$52.52USD

+28.7% vs last month

$48.94Pitched

+7.3% since pitch

Market Cap$4.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Langdon Global Smaller Companies Portfolio returned 9.4% in Q2 2026, underperforming the MSCI World Small Cap Index's 17.0% return primarily due to lack of exposure to information technology hardware companies. The manager emphasizes...

— Greg Dean

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