Follow-The-Filings

Security · featured owners

VFC V F Corp.

Consumer Discretionary COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 23.1%
  • $454M
  • 3 reduce 1 exit

VFC (V F Corp.) is held in 3 featured 13F books as of 2026 Q2. Glenn Welling - Engaged Capital is the largest tracked holder by portfolio weight (23.1%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 23.1% (Glenn Welling - Engaged Capital) · not free-float ownership

  1. Glenn Welling reduce 23.1%
  2. Murphy Pohlad reduce 1.6%
  3. Dodge & Cox reduce 0.20%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dodge & Cox 2026 Q2 0.20% Reduce −32.2% 22,406,175 $374M history
Glenn Welling - Engaged Capital 2026 Q2 23.1% Reduce −3.4% 4,521,894 $75M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 1.6% Reduce −0.3% 276,295 $5M history
First Eagle Investment Management exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 255 $4K history

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.07
8-K 2.02,5.02,7.01,9.01
10-Q
DEFA14A
8-K 2.02,7.01,9.01
10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 7 rows shown

Filed Form Detail Links
4 Period Aug 13, 2026
4 Period Jul 31, 2026
4 Period Jun 26, 2026 · 3 forms
4 Period Jun 9, 2026
4 Period Jun 4, 2026 · 6 forms
4 Period May 28, 2026 · 2 forms
4 Period May 22, 2026 · 11 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $11.61B $10.45B $9.5B $9.61B
Gross profit * $6.1B $5.44B $5.08B $5.26B
Gross margin * 52.5% 52.0% 53.5% 54.8%
Net income $118.58M -$968.88M -$189.72M $254.92M
Net margin * 1.0% -9.3% -2.0% 2.7%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $5.15B $4.23B $3.79B $4.01B
Total non-current assets * $8.84B $7.39B $5.59B $5.28B
Total assets $13.99B $11.61B $9.38B $9.29B
Total current liabilities $3.55B $3.46B $2.7B $2.18B
Total non-current liabilities * $7.53B $6.5B $5.19B $5.26B
Total equity $2.91B $1.66B $1.49B $1.85B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations -$0.656B $1.01B $0.465B $0.671B
Cash from investing -$0.188B -$0.172B $1.43B $0.407B
Cash from financing $0.464B -$0.96B -$2.15B -$0.738B
Net change in cash -$460.76M -$139.36M -$245.48M $400.87M

ownership over time

filing count by report period · click a bar for that quarter’s holders