Glenn W. Welling Q1 2026 Portfolio Activity: Significant Shifts in Top Holdings

Engaged Capital's Glenn W. Welling saw his portfolio value reach $303,413,763 as of March 31, 2026. This filing reveals significant adjustments to his top holdings during the quarter, showcasing a mix of strategic increases and decreases.

Among the most notable moves was the substantial increase in Blackline Inc (BL). Welling added over 913,825 shares, representing a staggering 201.37% increase in holdings for this Technology stock. Investors can explore Blackline's profile at https://www.insiderset.com/investors/stocks/BL.

Conversely, Cognex Corp (CGNX) experienced a significant reduction. Welling decreased his position by 371,000 shares, a 43.39% reduction from the previous quarter. For more information on Cognex, visit https://www.insiderset.com/investors/stocks/CGNX.

In the Consumer Cyclical sector, Welling maintained his focus on top companies. Yeti Holdings Inc (YETI) saw a reduction of nearly 385,000 shares (-17.77%), while Portillos Inc (PTLO) experienced a substantial decrease of over 1.6 million shares (-32.08%). VF Corp (VFC) also saw a reduction of nearly 1.2 million shares (-20.19%).

Meanwhile, GXO Logistics Incorporated (GXO) was divested from the portfolio, with a 16.02% decrease in shares. Welling's stake in this Industrials stock can be reviewed at https://www.insiderset.com/investors/stocks/GXO.

Evoquent Health Inc (EVH) experienced a minor reduction in Welling's portfolio (-1.77%), while his stake in the Healthcare stock remains relatively stable.

Overall, Welling's portfolio maintained a significant allocation to Consumer Cyclical stocks, which collectively represented 54.72% of the total value. For a comprehensive view of Glenn W. Welling's investment profile, visit https://www.insiderset.com/investor/glenn-w-welling-engaged-capital.