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  V.F. Corp. (VFC)
← All VFC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,678,989 26.20 Reduce 11.83% 2.89 $15.56–22.27 · VW $18.34i $79,496,023 SEC
2025   Q4 5,306,548 24.47 Reduce 9.48% 1.97 $16.98–21.92 · VW $19.44i $95,942,388 SEC
2025   Q3 5,862,368 20.75 Add 8.21% 1.58 $13.02–17.69 · VW $16.07i $84,593,970 SEC
2025   Q2 5,417,368 17.80 Reduce 1.22% 0.27 $11.06–15.57 · VW $13.92i $63,654,074 SEC
2025   Q1 5,484,368 21.70 Add 2.68% 0.57 $9.41–25.09 · VW $15.65i $85,117,391 SEC
2024   Q4 5,341,368 23.57 $21.46 $114,625,757 SEC
2024   Q3 5,341,368 17.28 $19.95 $106,560,292 SEC
2024   Q2 5,341,368 12.35 $13.50 $72,108,468 SEC
2024   Q1 5,341,368 13.28 $15.34 $81,936,585 SEC
2023   Q4 5,341,368 14.71 Add 2.79% 0.40 $14.44–20.69 · VW $17.16i $100,417,718 SEC
2023   Q3 5,196,284 16.74 Buy 16.74 $12.85–20.49 · VW $16.69i $91,818,338 SEC
Price snapshot:
Current price$16.88
Avg. buy price$17.40
+/- since buy-2.99%
52-week low$10.87
52-week high$22.15