Glenn W. Welling's Portfolio Concentration: Top Holdings Analysis
Glenn W. Welling's portfolio as of March 31, 2026, shows significant concentration in top holdings like VFC and YETI, with notable share changes observed.
As of March 31, 2026, Glenn W. Welling's portfolio at Engaged Capital demonstrates a concentrated position in select stocks. His total portfolio value stands at approximately $303.4 million, with a significant allocation across a few key holdings.
The largest position is VFC, accounting for 26.2% of the portfolio. This is followed by YETI at 21.52% and BL at 16.68%. Collectively, these three stocks represent nearly 64% of Welling's holdings, highlighting a concentrated approach to his investments.
Examining the stock-level data provides further insight. VFC, the Vanguard Consumer Cyclical ETF, saw a reduction in holdings, with shares decreasing by 20.19% from the previous period. YETI Holdings Inc. also experienced a decline, with a 17.77% reduction in shares. Conversely, Blackline Inc. (BL) saw a substantial increase, with shares rising by 201.37%. GXO Logistics Incorporated (GXO) and COGNEX Corporation (CGNX) also showed significant changes, with share decreases of 16.02% and 43.39%, respectively.
Welling's portfolio includes companies from sectors like Consumer Cyclical, Technology, Industrials, Healthcare, and others. The top holdings are VFC, YETI, BL, GXO, CGNX, PTLO, and EVH, each contributing a specific percentage to the overall portfolio allocation.
For detailed information on Glenn W. Welling's investment profile, visit Engaged Capital's investor profile. You can explore each stock holding in depth by visiting their respective pages: VFC, YETI, BL, GXO, CGNX, PTLO, and EVH.