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Rjs Ice 2, Lp

YETI
DIRECTOR · YETI HOLDINGS, INC. · CIK 0001679605
FILING MIX · LIFETIME0%/100%
BUYS
0
SELLS
3
TOTAL VALUE
$77.54M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
4,000,000
AVG SELL PX
$30.47
TRADE KIND
SHOWING 3 / 3
Trades · vs SPY
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Performance · forward returns vs SPY
3 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Rjs Ice 2, Lp, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d3+33.33%+5.61%-0.16%+5.77%+5.48%
14d3+33.33%+9.32%-0.65%+9.97%+10.91%
30d3+33.33%+7.71%-7.20%+14.91%+28.27%
60d3+33.33%+27.02%+1.23%+25.79%+42.69%
90d3+33.33%+43.74%+7.39%+36.35%+44.74%
180d3+0.00%+82.76%+16.18%+66.58%+69.62%
1y3+0.00%+177.53%+35.17%+142.37%+133.74%
2y3+0.00%+69.88%+39.30%+30.58%+36.24%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
YETI · 4,000,000 shares · as of Jun 1, 2020
01,350,5292,701,0584,051,5865,402,115SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
FLOW · 0 buys / 3 sellsCOVERAGE · 2 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
YETI
YETI HOLDINGS, INC.
SALE
436,318$32.32$14.10M4,000,000Jun 1, 2020Jun 1, 2020
YETI
YETI HOLDINGS, INC.
SALE
965,797$28.02$27.06M4,436,318May 13, 2020May 13, 2020
YETI
YETI HOLDINGS, INC.
SALE
1,142,350$31.85$36.38M5,402,115Feb 20, 2020Feb 20, 2020
Other insiders · YETI
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About this filer
CIK 0001679605
ROLE
Director
PRIMARY
YETI
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001679605DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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