What Glenn Welling Bought in Q1 2026
Engaged Capital · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$303.4M
Total Value
8
Holdings
0
New Buys
4
Reduced
In Q1 2026, Glenn Welling reported 8 long equity positions worth $303.4M in their Engaged Capital 13F filing and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | VFC | V F CORP | 4678989 | $79.5M | 26.20% | -11.8% |
| 2 | YETI | YETI HLDGS INC | 1784095 | $65.3M | 21.52% | -12.2% |
| 3 | BL | BLACKLINE INC | 1367619 | $50.6M | 16.68% | +26.2% |
| 4 | GXO | GXO LOGISTICS INCORPORATED | 821769 | $42.6M | 14.04% | -1.0% |
| 5 | CGNX | COGNEX CORP | 484000 | $23.7M | 7.81% | -48.1% |
| 6 | PTLO | PORTILLOS INC | 3442990 | $18.2M | 6.00% | +124.3% |
| 7 | EVH | EVOLENT HEALTH INC | 5563912 | $12.7M | 4.18% | — |
| 8 | BRCC | BRC INC | 13935560 | $10.8M | 3.57% | — |