
What smart money is saying about VF Corp
1 fund in our archive has pitched VF Corp, most recently Upslope Capital Management in December 2024.
V.F. Corporation, together with its subsidiaries, engages in the design, procurement, marketing, and distribution of branded lifestyle apparel, footwear, and related products for men, women, and children in the Americas, Europe, and the Asia-Pacific. It operates through three segments: Outdoor, Active, and Work. The company offers outdoor, merino wool and other natural fibers-based, lifestyle, and casual apparel; footwear; equipment; accessories; outdoor-inspired, performance-based, youth culture/action sports-inspired, streetwear, and protective work footwear; handbags, luggage, backpacks, and totes; and work and work-inspired lifestyle apparel and footwear. It provides its products under the North Face, Timberland, Smartwool, Icebreaker, Altra, Vans, Supreme, Kipling, Napapijri, Eastpak, JanSport, Dickies, and Timberland PRO brand names. The company sells its products primarily to specialty stores, department stores, national chains, and mass merchants, as well as sells through direct-to-consumer operations, including retail stores, concession retail stores, and e-commerce sites, and other digital platforms. V.F. Corporation was founded in 1899 and is headquartered in Denver, Colorado.
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Position history
Between Q4 2024 and Q2 2025, 1 fund letter reported a position in VF Corp, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2025 | 1 | 0 | 1 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- ExitedSycamore Small Cap Value EquityJune 2025
“Shares of Lifestyle Apparel company VF Corp. (VFC), which boasts a portfolio of well-known brands such as The North Face, Timberland, Icebreaker, Vans, and Dickies, came under pressure following the tariff announcement in April. Part of the original thesis for VFC was the turnaround trajectory and stabilization of its flagship Vans brand. However, the tariff announcement injected an unanalyzable level of risk given the company’s global revenue stream and sourcing exposure. Shares were divested given the uncertainty surrounding tariffs.”
VF Corp
Fund coverage · 1 thesis
- Upslope Capital ManagementDecember 2024
V.F. Corp's new leadership and financial improvements signal early but promising signs of a turnaround
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