Glenn W. Welling's Top Holdings in Engaged Capital Portfolio Show Significant Shifts Amid Market Volatility
Glenn W. Welling's portfolio as of March 31, 2026, features substantial changes in holdings like BLACKLINE INC (BL) with a 201% share increase, while V F CORP (VFC) and YETI HLDGS INC (YETI) saw significant reductions.
As of March 31, 2026, Glenn W. Welling's portfolio at Engaged Capital is valued at approximately $303.4 million, with a diverse set of top holdings spanning multiple sectors. His largest position is in V F CORP (VFC), representing 26.2% of the portfolio, followed by YETI HLDGS INC (YETI) at 21.52% and BLACKLINE INC (BL) at 16.68%. Welling has adjusted his positions significantly in the past period, with notable changes in share counts for several stocks.
In the Consumer Cyclical sector, Welling's stake in VFC decreased by 20.19%, while his position in YETI HLDGS INC (YETI) dropped by 17.77% and PORTILLOS INC (PTLO) by 32.08%. For Technology holdings, BLACKLINE INC (BL) saw an extraordinary increase of 201.37% in shares, while COGNEX CORP (CGNX) experienced a sharp decline of 43.39%. His Industrials position in GXO LOGISTICS INCORPORATED (GXO) decreased by 16.02%, and his Healthcare holding in EVOLENT HEALTH INC (EVH) saw a modest reduction of 1.77%.
For detailed insights into Welling's investment strategy and these holdings, readers can explore his profile at https://www.insiderset.com/investor/glenn-w-welling-engaged-capital. Specific stock information, including BLACKLINE INC (https://www.insiderset.com/investors/stocks/BL), V F CORP (https://www.insiderset.com/investors/stocks/VFC), and others, is also available on the platform.