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  YETI Holdings, Inc. (YETI)
← All YETI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,784,095 21.52 Reduce 12.23% 2.80 $34.90–51.29 · VW $43.89i $65,280,036 SEC
2025   Q4 2,032,695 22.90 Reduce 6.31% 1.11 $31.66–46.28 · VW $38.89i $89,784,138 SEC
2025   Q3 2,169,551 17.66 Add 0.33% 0.06 $30.51–39.83 · VW $35.03i $71,985,702 SEC
2025   Q2 2,162,518 19.06 Add 40.10% 5.46 $26.61–33.60 · VW $29.96i $68,162,567 SEC
2025   Q1 1,543,518 13.03 Buy 13.03 $28.09–40.59 · VW $35.64i $51,090,446 SEC
Price snapshot:
Current price$48.33
Avg. buy price$32.65
+/- since buy48.03%
52-week low$30.51
52-week high$51.89