- Portfolio
- Activity
Glenn W. Welling Holdings Activity
Engaged Capital Portfolio 13F
Engaged Capital has disclosed a total of 7 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 2, decreased the number of shares of 4 and completely sold out 1 position(s).
What stocks is Glenn W. Welling buying now?
In the recent quarter Glenn W. Welling has purchased 2 securities: (BL) BLACKLINE INC (added shares +26.21%) and (PTLO) PORTILLO'S INC-CL A (added shares +124.3%).
What does Glenn W. Welling invest in?
Glenn W. Welling's top 5 holdings (by % of portfolio) are (VFC) VF CORP (26.2%), (YETI) YETI HOLDINGS INC (21.52%), (BL) BLACKLINE INC (16.68%), (GXO) GXO LOGISTICS INC (14.04%) and (CGNX) COGNEX CORP (7.81%).
In the latest report(s) the following changes have been made to the top investments: (VFC) VF CORP (reduced shares -11.83%), (YETI) YETI HOLDINGS INC (reduced shares -12.23%), (BL) BLACKLINE INC (added shares +26.21%), (GXO) GXO LOGISTICS INC (reduced shares -0.96%) and (CGNX) COGNEX CORP (reduced shares -48.12%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.