Glenn W. Welling's March 2026 Portfolio Update: Engaged Capital Holdings Analysis
Glenn W. Welling's Engaged Capital portfolio valued at $303.4 million as of March 31, 2026, features significant changes in holdings like BLACKLINE and COGNEX.
Engaged Capital's portfolio, managed by Glenn W. Welling, stood at $303.4 million as of March 31, 2026.
BLACKLINE (BL) saw a substantial increase in shares, growing by 201.37%, while COGNEX (CGNX) experienced a significant decrease in value, down 43.39%.
VFC and YETI, both in Consumer Cyclical, showed decreases of 20.19% and 17.77% respectively in their share count.
GXO Logistics saw a 16.02% decrease in shares, and PORTILLOS (PTLO) decreased by 32.08%.
EVOLENT HEALTH (EVH) in Healthcare experienced a minor decrease of 1.77% in shares.
For detailed analysis of each holding, visit the investor profile and individual stock pages.