What did Glenn Welling buy in Q2 2026?

Glenn Welling disclosed no new buys in the Q2 2026 13F.

What did Glenn Welling sell in Q2 2026?

Glenn Welling exited 8 positions (VFC, YETI, BL, GXO, CGNX) and trimmed 0.

What Glenn Welling bought and sold in Q2 2026

In Q2 2026, Glenn Welling (Engaged Capital) exited 8 (VFC, YETI, BL).

0New0Added0Trimmed8Exited

Share𝕏 in

Exited (8)

VFCVF Corpwas 26.2% of book
YETIYeti Holdings Incwas 21.5% of book
BLBlackline Incwas 16.7% of book
GXOGxo Logistics Incwas 14.0% of book
CGNXCognex Corpwas 7.8% of book
PTLOPortillo's Inc-cl Awas 6.0% of book
EVHEvolent Health Inc - Awas 4.2% of book
BRCCBrc Inc-awas 3.6% of book

Glenn Welling's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Glenn Welling's full portfolio →The whole cohort in Q2 2026 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.