Glenn W. Welling's Top Holdings: Focus on Consumer Cyclical and Tech Stocks with Notable Share Changes

Engaged Capital's Glenn W. Welling's portfolio, valued at approximately $303.4 million as of March 31, 2026, is heavily concentrated in Consumer Cyclical and Technology sectors, according to data from InsiderSet. His top holdings include significant stakes in V F CORP (VFC), YETI HLDGS INC (YETI), BLACKLINE INC (BL), GXO LOGISTICS INCORPORATED (GXO), and COGNEX CORP (CGNX).

Among the top holdings, several stocks showed notable changes in share positions during the reporting period:

Welling significantly increased his stake in technology-focused BLACKLINE INC (BL), with shares growing by an impressive +201.37%. This substantial increase suggests confidence in the company's prospects. Investors can explore BLACKLINE's profile further at https://www.insiderset.com/investors/stocks/BL.

Conversely, holdings in V F CORP (VFC) and YETI HLDGS INC (YETI) saw substantial reductions. VFC experienced a -20.19% decrease in shares, while YETI HLDGS INC (YETI) saw a -17.77% reduction. Both companies are in the Consumer Cyclical sector. Detailed information on VFC is available at https://www.insiderset.com/investors/stocks/VFC.

GXO LOGISTICS INCORPORATED (GXO) also decreased, with a -16.02% reduction in shares, though its portfolio allocation is substantial at 14.04%. Investors can find more details about GXO at https://www.insiderset.com/investors/stocks/GXO.

COGNEX CORP (CGNX) saw a significant decline of -43.39% in shares, impacting its portfolio allocation. Further information on COGNEX can be found at https://www.insiderset.com/investors/stocks/CGNX.

For complete transparency, detailed data on Glenn W. Welling's investment activities is available at https://www.insiderset.com/investor/glenn-w-welling-engaged-capital.