Question 1

What stocks did Glenn Welling sell this quarter?

Accepted Answer

In the Q2 '26 13F filing, Glenn Welling fully exited 0 positions and reduced 3 existing holdings. Combined sell footprint: approximately $10.2M based on prior-quarter values.

Question 2

What was Glenn Welling's biggest sell?

Accepted Answer

Glenn Welling's largest reduction in the Q2 '26 filing was V F CORP (VFC).

Question 3

How are these "sells" calculated?

Accepted Answer

Sells are derived from quarter-over-quarter changes in 13F filings. SOLD positions appeared in the prior filing but not the current one; REDUCED positions are existing holdings where share count fell. Note: 13F filings only cover long U.S. equity positions, so apparent "sells" could be short-side hedges or moves to other instruments.

Ticker	Company	Shares Now	Value Now	% Portfolio	Change
VFC	V F CORP	4521894	$75.4M	23.06%	-3.4%
YETI	YETI HLDGS INC	1194095	$59.2M	18.09%	-33.1%
CGNX	COGNEX CORP	339000	$24.6M	7.51%	-30.0%

Glenn Welling — Recent Sells

Reduced positions (3)