VESTIS CORPORATION VSTS
COM SHS · Common Stock · CUSIP 29430C102
- SectorIndustrials
- IndustryWholesale-Miscellaneous Nondurable Goods
- HeadquartersRoswell, GA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.6m this quarter). Holder counts are more reliable. Shares outstanding: 131.4m as of 2024-01-26, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $21.14. Options: 8 managers hold calls ($43.9m notional), 8 hold puts ($22.1m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 18 |
| Q4 2023 | 273 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $0 | $0 | — |
| Q2 2023 | $0 | $0 | — |
| Q3 2023 | $682.1k | $193.9k | 0.28 |
| Q4 2023 | $43.9m | $22.1m | 0.50 |
Biggest buyers
| VANGUARD GROUP INC | New | +14.3m |
| Mantle Ridge LP | New | +6.3m |
| Capital International Investors | New | +5.9m |
| STATE STREET CORP | New | +4.0m |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | New | +3.6m |
| BlackRock Inc. | Added | +3.5m |
| Channing Capital Management, LLC | New | +3.4m |
| PointState Capital LP | New | +3.1m |
| WELLINGTON MANAGEMENT GROUP LLP | New | +2.7m |
| MORGAN STANLEY | Added | +2.7m |
Biggest sellers
| SOROS FUND MANAGEMENT LLC | Reduced | -178.2k |
| Mitsubishi UFJ Trust & Banking Corp | Sold out | -68.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -35.0k |
| STRS OHIO | Sold out | -18.6k |
| CI INVESTMENTS INC. | Sold out | -1.5k |
| Financial Management Professionals, Inc. | Sold out | -10 |
| Manchester Capital Management LLC | Sold out | -2 |
Biggest calls
| GOLDMAN SACHS GROUP INC | New | $39.4m1.9m shares |
| CITADEL ADVISORS LLC | New | $3.1m146.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $691.3k32.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $415.4k19.6k shares |
| Walleye Trading LLC | Reduced | $213.5k10.1k shares |
| SIMPLEX TRADING, LLC | New | $31.0k1.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 shares |
| Cutler Group LLC / CA | New | $01.0k shares |
Biggest puts
| BARCLAYS PLC | New | $12.7m600.0k shares |
| CITADEL ADVISORS LLC | New | $5.0m238.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $2.3m107.4k shares |
| GOLDMAN SACHS GROUP INC | New | $729.3k34.5k shares |
| JANE STREET GROUP, LLC | New | $728.8k34.5k shares |
| SIMPLEX TRADING, LLC | New | $585.0k27.7k shares |
| Walleye Trading LLC | Reduced | $80.3k3.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Corvex Management LP 13D · may seek influence +0.7 pts · filed 2025-12-17 | 15.0% |
| BlackRock, Inc. 13G · institution -1.1 pts · filed 2026-10-27 | 11.4% |
| FMR LLC 13G · institution -2.5 pts · filed 2026-02-05 | 7.8% |
| Alberta Investment Management Corp 13G · passive investor +2.3 pts · filed 2025-07-31 | 7.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q4 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $200.6k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-15 | Pertz Douglas A Director | Bought | $100.4k5.1k shares |
| 2023-12-14 | Pertz Douglas A Director | Bought | $100.3k5.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 16.0m $338.9m | Added +3.5m |
| VANGUARD GROUP INC 0.01% of their portfolio | 14.3m $302.6m | New |
| Mantle Ridge LP 6.06% of their portfolio | 6.3m $133.8m | New |
| Capital International Investors 0.03% of their portfolio | 5.9m $125.6m | New |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.72% of their portfolio | 5.5m $115.6m | Not comparable |
| STATE STREET CORP 0.00% of their portfolio | 4.0m $83.9m | New |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.27% of their portfolio | 3.6m $75.3m | New |
| Channing Capital Management, LLC 2.14% of their portfolio | 3.4m $72.5m | New |
| PointState Capital LP 2.38% of their portfolio | 3.1m $66.4m | New |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 2.7m $57.1m | Added +2.7m |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 2.7m $56.4m | New |
| MORGAN STANLEY 0.00% of their portfolio | 2.7m $56.4m | Added +2.7m |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 2.4m $50.4m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 2.3m $48.3m | New |
| FMR LLC 0.00% of their portfolio | 1.9m $40.6m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.9m $39.9m | Reduced -35.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 1.8m $37.7m | New |
| MARSHALL WACE, LLP 0.07% of their portfolio | 1.7m $35.3m | New |
| NORGES BANK 0.01% of their portfolio | 1.5m $31.0m | Not comparable |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.4m $30.2m | New |
| NOMURA HOLDINGS INC 0.27% of their portfolio | 1.4m $30.0m | New |
| Madison Avenue Partners, LP 4.02% of their portfolio | 1.3m $28.5m | Added +1.2m |
| SCOPIA CAPITAL MANAGEMENT LP 3.80% of their portfolio | 1.3m $28.4m | New |
| Vision One Management Partners, LP 15.84% of their portfolio | 1.3m $26.6m | First filing |
| COOPER CREEK PARTNERS MANAGEMENT LLC 1.32% of their portfolio | 1.2m $25.2m | New |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 1.1m $24.1m | Added +770.5k |
| SASCO CAPITAL INC / CT/ 2.78% of their portfolio | 1.1m $23.7m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 1.1m $22.8m | New |
| FIL Ltd 0.02% of their portfolio | 1.1m $22.5m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.0m $21.4m | New |
| Park West Asset Management LLC 2.08% of their portfolio | 1.0m $21.3m | New |
| SAMLYN CAPITAL, LLC 0.46% of their portfolio | 1.0m $21.1m | New |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 1.92% of their portfolio | 950.0k $20.1m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 916.6k $19.4m | New |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 790.0k $16.7m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 750.0k $15.9m | New |
| PALISADE CAPITAL MANAGEMENT, LP 0.42% of their portfolio | 747.4k $15.8m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 741.1k $15.7m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 732.7k $15.5m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 672.6k $14.2m | New |
| Nixon Capital, LLC 6.36% of their portfolio | 670.7k $14.2m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 670.3k $14.2m | New |
| Shannon River Fund Management LLC 3.87% of their portfolio | 662.2k $14.0m | New |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 661.9k $14.0m | New |
| PRIVATE MANAGEMENT GROUP INC 0.52% of their portfolio | 638.3k $13.5m | New |
| ING GROEP NV 0.11% of their portfolio | 636.3k $13.5m | New |
| Invesco Ltd. 0.00% of their portfolio | 631.5k $13.3m | New |
| Legal & General Group Plc 0.00% of their portfolio | 628.9k $13.3m | Added +628.4k |
| SOROS FUND MANAGEMENT LLC 0.23% of their portfolio | 584.1k $12.3m | Reduced -178.2k |
| Boston Partners 0.02% of their portfolio | 566.2k $12.0m | New |
| Soapstone Management L.P. 5.49% of their portfolio | 475.0k $10.0m | New |
| Engle Capital Management, L.P. 3.47% of their portfolio | 468.0k $9.9m | New |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 429.9k $9.1m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 421.2k $8.9m | New |
| BEACONLIGHT CAPITAL, LLC 4.12% of their portfolio | 412.7k $8.7m | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.75% of their portfolio | 410.7k $8.7m | New |
| Woodline Partners LP 0.09% of their portfolio | 403.8k $8.5m | New |
| Crestline Management, L.P. 0.79% of their portfolio | 401.3k $8.5m | New |
| LOOMIS SAYLES & CO L P 0.01% of their portfolio | 393.2k $8.3m | New |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 392.0k $8.3m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 388.1k $8.2m | New |
| Ancora Advisors LLC 0.18% of their portfolio | 368.4k $7.8m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 360.0k $7.6m | New |
| Waratah Capital Advisors Ltd. 0.42% of their portfolio | 349.3k $7.4m | Added +205.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 341.7k $7.2m | Added +341.3k |
| Polar Asset Management Partners Inc. 0.18% of their portfolio | 314.6k $6.7m | New |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 305.5k $6.5m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 293.0k $6.2m | New |
| Public Sector Pension Investment Board 0.04% of their portfolio | 271.3k $5.7m | New |
| CenterBook Partners LP 0.68% of their portfolio | 264.7k $5.6m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 263.3k $5.6m | New |
| Swiss National Bank 0.00% of their portfolio | 257.6k $5.4m | New |
| Boussard & Gavaudan Investment Management LLP 0.99% of their portfolio | 241.1k $5.1m | New |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 227.3k $4.8m | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 219.9k $4.6m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 218.1k $4.6m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 217.9k $4.6m | New |
| California Public Employees Retirement System 0.00% of their portfolio | 213.9k $4.5m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 204.2k $4.3m | New |
| Engineers Gate Manager LP 0.12% of their portfolio | 199.4k $4.2m | New |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 197.0k $4.2m | New |
| Kent Lake Capital LLC 1.61% of their portfolio | 196.6k $4.2m | New |
| BARCLAYS PLC 0.00% of their portfolio | 195.0k $4.1m | New |
| Focus Partners Wealth 0.05% of their portfolio | 189.2k $4.0m | First filing |
| WOLVERINE ASSET MANAGEMENT LLC 0.06% of their portfolio | 185.0k $3.9m | Added +60.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 184.2k $3.9m | New |
| Hauser Brothers GmbH 3.26% of their portfolio | 183.6k $3.9m | First filing |
| GABELLI FUNDS LLC 0.03% of their portfolio | 178.5k $3.8m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 177.4k $3.7m | New |
| KENNEDY CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 171.6k $3.6m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.12% of their portfolio | 169.2k $3.6m | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 162.1k $3.4m | New |
| Jefferies Financial Group Inc. 0.05% of their portfolio | 159.3k $3.4m | New |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 149.5k $3.2m | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 146.7k $3.1m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 146.2k $3.1m | New |
| ROYCE & ASSOCIATES LP 0.03% of their portfolio | 145.0k $3.1m | New |
| Carlson Capital, L.P. 0.24% of their portfolio | 138.9k $2.9m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 137.1k $2.9m | New |
| Liontrust Investment Partners LLP 0.04% of their portfolio | 128.8k $2.7m | New |