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  GXO Logistics, Inc. (GXO)
← All GXO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 821,769 14.04 Reduce 0.96% 0.11 $48.55–66.85 · VW $57.65i $42,608,723 SEC
2025   Q4 829,769 11.14 Reduce 15.20% 1.93 $45.93–57.99 · VW $52.40i $43,679,040 SEC
2025   Q3 978,477 12.70 Add 9.08% 1.06 $45.75–55.00 · VW $51.42i $51,751,649 SEC
2025   Q2 897,000 12.22 Reduce 1.64% 0.15 $30.46–51.21 · VW $41.14i $43,683,900 SEC
2025   Q1 912,000 9.09 Buy 9.09 $32.70–46.67 · VW $40.39i $35,640,960 SEC
Price snapshot:
Current price$48.99
Avg. buy price$40.23
+/- since buy21.77%
52-week low$45.40
52-week high$66.85