What smart money is saying about Leslie's, Inc.
LESL
No fund has written a full thesis on Leslie's, Inc. in our archive, but 2 fund letters report a position in it — most recently Ariel Investments Small Cap Value Strategy in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q2 2025 and Q3 2026, 2 fund letters reported a position in Leslie's, Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- September 2026
“Conversely, we exited Leslie's, Inc. (LESL) as continued operating deterioration, elevated leverage and rising liquidity concerns weakened our conviction in the investment case.”
Leslie's, Inc. - HoldsAriel FundJune 2025
“Lastly, U.S. direct-to-consumer pool and spa care services company, Leslie’s Inc. (LESL) continued to weigh on performance over the period.”
Leslie's, Inc.
Read the letters behind these Leslie's, Inc. positions
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