What smart money is saying about Levi Strauss & Co
LEVI
No fund has written a full thesis on Levi Strauss & Co in our archive, but 1 fund letter reports a position in it — most recently Jensen Quality Mid Cap Composite in June 2026.
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1
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Levi Strauss & Co on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“Levi Strauss & Co. (LEVI), the well-known producer of denim jeans, jackets, and accessories, was the largest individual contributor to portfolio performance during the quarter. We believe LEVI outperformed due to strength in the overall denim category, continued growth in the company’s direct-to-consumer operations, and favorable market share performance. LEVI remains a core holding in the portfolio due to the strength of its brand name and its market leading position in the denim category.”
Levi Strauss & Co
Also mentioned · 1
These funds discuss Levi Strauss & Co — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedCovesto Asset ManagementDecember 2024
“The long camp thus grew more confident in their view that BOOT might be able to defend its share gains from the COVID era, despite the fact that major listed suppliers in the Western & Work apparel industry (including Wrangler, Levi’s, Rocky Brands and Wolverine World Wide) did not experience significant revenue growth over the same period (see below).”
Levi Strauss & Co
Read the letters behind these Levi Strauss & Co positions
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