Glenn W. Welling's March 2026 Portfolio Update: Engaged Capital Holdings Analysis
Glenn W. Welling's portfolio at Engaged Capital, valued at $303.4 million as of March 31, 2026, features significant changes in holdings like BLACKLINE and COGNEX, alongside stable positions.
Engaged Capital's portfolio, managed by Glenn W. Welling, stood at a total value of $303.4 million as of March 31, 2026.
Among the top holdings, V F CORP (VFC) saw a reduction in shares, while BLACKLINE INC (BL) experienced a substantial increase of 201.37%. COGNEX CORP (CGNX) also decreased significantly by 43.39%. Other notable changes include GXO LOGISTICS INCORPORATED (GXO) and PORTILLOS INC (PTLO) decreasing, whereas YETI HLDGS INC (YETI) and EVOLENT HEALTH INC (EVH) maintained or slightly adjusted their positions.
For detailed analysis of each stock, visit the investor profile here or explore individual stock pages like VFC, YETI, BL, GXO, CGNX, PTLO, and EVH.