VFC
VF Corp
4 super-investors hold VFC worth a combined $758M. The largest position: Glenn Welling at 26.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 47 — ranked #58 of 724 scored stocks.
Why super-investors own VFC
Interest in VFC within this cohort is narrow and has been persistently thin, with ownership essentially flat at one holder for most of the past eight quarters before edging up to four in the current period. Glenn Welling dominates the conviction picture, with VFC representing 26.2% of his portfolio — a concentrated activist-style bet worth $79M. Dodge & Cox holds the largest dollar position at $561M but treats it as a trace holding at just 0.3% of their fund. Joel Greenblatt and First Eagle round out the group with negligible allocations. No one in the cohort added, trimmed, started, or exited this quarter, suggesting a holding pattern rather than any directional signal. Overall cohort interest remains faint.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Stock Traders Purchase Large Volume of V.F. Put Options (NYSE:VFC)MarketBeat ·
- A Look Back at Consumer Discretionary - Apparel and Accessories Stocks’ Q1 Earnings: VF Corp (NYSE:VFC) Vs The Rest Of The PackTradingView ·
- NKE, LULU, UAA, VFC Stocks In Focus: Apparel Giants Lose Billions As Once-Strong Brands Fight For A ComebackStocktwits ·
- V.F. (NYSE:VFC) Stock Rating Lowered by Wall Street ZenMarketBeat ·
- VFC stock holds steady as the apparel group leans on global brand strength - ad-hoc-news.dead-hoc-news.de ·
- Why V.F. (VFC) Outpaced the Stock Market TodayYahoo Finance ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2023Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.3% | 15q | $561M | 33,024,625 |
| 2 | Joel Greenblatt | 0.1% | 40q | $118M | 6,928,612 |
| 3 | Glenn Welling | 26.2% | 11q | $79M | 4,678,989 |
| 4 | First Eagle Investment Management | 0.0% | 2q | $4K | 255 |
Owners of VFC also hold
Long US equity 13F-HR filings only. CUSIP 918204108. Not investment advice.