Glenn Welling - Engaged Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $303,413,763
Holdings Activity Buys Sells    History
Holding/activity history for  Cognex Corp. (CGNX)
← All CGNX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 484,000 7.81 Reduce 48.12% 4.12 $36.20–59.88 · VW $47.70i $23,711,160 SEC
2025   Q4 933,000 8.56 Add 9.12% 0.72 $34.60–49.76 · VW $39.73i $33,569,340 SEC
2025   Q3 855,000 9.50 Buy 9.50 $31.50–47.52 · VW $41.96i $38,731,500 SEC
Price snapshot:
Current price$63.91
Avg. buy price$44.52
+/- since buy43.55%
52-week low$32.33
52-week high$72.88