Glenn W. Welling's Top Holdings: A Deep Dive into Engaged Capital's Portfolio Focus
Glenn W. Welling's March 31, 2026 portfolio highlights significant allocations in Consumer Cyclical stocks like VFC and YETI, alongside Technology and Healthcare investments.
Engaged Capital's managing director, Glenn W. Welling, saw his portfolio reach approximately $303.4 million as of March 31, 2026. His investment strategy appears heavily focused on companies within the Consumer Cyclical sector, which currently accounts for nearly half of his top holdings by value. This analysis examines his most significant stock positions.
Visa (VFC) stands as Welling's largest holding, representing 26.2% of his portfolio. The Visa Class A stock, a global leader in digital payments, saw a slight reduction in his position during the prior period, with share count decreasing by 20.19%.
Yeti Holdings Inc. (YETI) is Glenn W. Welling's second-largest holding, comprising 21.52% of his portfolio. His stake in the maker of outdoor cooling products experienced a significant reduction, with shares down by 17.77% from the previous period.
BlackLine Inc. (BL), a provider of cloud-based accounting software, represents a substantial 16.68% allocation in Welling's portfolio. Notably, his position in this Technology stock saw a substantial increase, with shares rising by 201.37% during the prior reporting period.
GXO Logistics Incorporated (GXO) holds a 14.04% allocation within Welling's portfolio. His investment in this Industrials company experienced a decline, with shares falling by 16.02% compared to the previous period.
Cognex Corporation (CGNX), a leader in machine vision technology, accounts for 7.81% of Welling's portfolio. His stake in this Technology stock decreased significantly, with shares down by 43.39%.
Portillo's Inc. (PTLO) represents a 6.0% allocation in Welling's portfolio. His investment in this consumer-focused restaurant chain also saw a decline, with shares reduced by 32.08%.
Evolent Health Inc. (EVH), a healthcare technology company, holds a 4.18% position in Welling's portfolio. His stake in this Healthcare company experienced a modest reduction, with shares down by 1.77%.
For more detailed information on Glenn W. Welling's investment profile, you can visit InsiderSet. To explore each stock holding in greater detail, including company profiles, you can visit the respective pages on InsiderSet.