Glenn W. Welling Top Holdings Analysis: Engaged Capital Portfolio Focus
Glenn W. Welling's March 31, 2026 portfolio highlights significant investments in consumer cyclical stocks like VFC and YETI, alongside tech and healthcare holdings.
Engaged Capital's Glenn W. Welling maintains a substantial portfolio valued at approximately $303.4 million as of March 31, 2026. His investment strategy appears heavily focused on companies poised to benefit from economic cycles, particularly within the Consumer Cyclical sector.
Visa (VFC) stands as Welling's largest holding, representing 26.2% of the portfolio with a valuation of $79.5 million. This position shows steady conviction despite a 20.19% reduction in shares during the prior period.
Yeti Holdings (YETI) is another cornerstone of Welling's portfolio, accounting for 21.52% ($65.3 million). While shares decreased by 17.77%, the company's strong position in the consumer cyclical space remains a key theme in Welling's investment approach.
BlackLine (BL) represents a significant allocation to the Technology sector, making up 16.68% ($50.6 million) of the portfolio. This position saw remarkable growth, with shares increasing by 201.37% from the previous period, indicating strong confidence in the company's prospects.
GXO Logistics (GXO) provides diversification into the Industrials sector, comprising 14.04% ($42.6 million) of the portfolio. However, Welling reduced exposure here, cutting shares by 16.02%.
Cognex (CGNX) is another Technology holding, representing 7.81% ($23.7 million). This position experienced a substantial reduction, with shares down 43.39% compared to the previous period.
Yeti isn't the only Consumer Cyclical in Welling's portfolio; Portillo's (PTLO) also fits this theme, holding 6.0% ($18.2 million). This position also saw a significant reduction, with shares down 32.08%.
Finally, Welling allocates 4.18% ($12.7 million) to Evolving Health (EVH) in the Healthcare sector. This position showed minimal change, with shares decreasing just 1.77%.
For more detailed information on Glenn W. Welling's investment profile, you can visit InsiderSet. To learn more about any specific stock holding, such as Visa (VFC) or BlackLine (BL), please check InsiderSet's stock profiles.