Johnson Outdoors (JOUT)

• Market cap: $264M
• 1 day: 2.29%
• 5 days: 0.63%
• 1 month: -1.70%
• 3 months: -22.27%
• 6 months: -28.08%
• Year to date: -22.27%
• 1 year: -43.26%
• 5 years: -57.27%
• 10 years: -26.40%
• Sector: Consumer Discretionary
• Industry: Leisure

About: Johnson Outdoors Inc is a manufacturer and marketer of branded seasonal, outdoor recreation products used for fishing from a boat, diving, paddling, hiking and camping. The company has four operating segment: Fishing, Camping, Watercraft Recreation, and Diving. It generates maximum revenue from the Fishing segment which produces and markets products under different brands such as Minn Kota electric motors for quiet trolling or primary propulsion, marine battery chargers and shallow water anchors; Humminbird sonar and GPS equipment for fish finding, navigation and marine cartography; and Cannon downriggers for controlled-depth fishing. Geographically, it derives a majority of revenue from the United States and also has a presence in Europe, Canada, and other regions.

Employees: 1,200

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

1.16% more ownership

Funds ownership: 77.54% [Q3] → 78.71% (+1.16%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

1% less funds holding

Funds holding: 120 [Q3] → 119 (-1) [Q4]

5% less capital invested

Capital invested by funds: $248M [Q3] → $236M (-$11.4M) [Q4]

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49