Glenn Welling - Engaged Capital – Largest Position Reductions (2026 Q1)
This report summarizes the most meaningful reductions and sell-offs made by Glenn Welling - Engaged Capital in 2026 Q1. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| VFC | 4,678,989 | $16.99 | Reduced | -11.83% | 26.24% | $79.5M | 2026 Q1 |
| YETI | 1,784,095 | $36.59 | Reduced | -12.23% | 21.54% | $65.28M | 2026 Q1 |
| GXO | 821,769 | $51.85 | Reduced | -0.96% | 14.06% | $42.61M | 2026 Q1 |
| CGNX | 484,000 | $48.99 | Reduced | -48.12% | 7.83% | $23.71M | 2026 Q1 |
Total 1 Page