Manager activity
Glenn Welling
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
Add · 2
Reduce · 4
Exit · 1
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Reduce | YETI HLDGS INC | -248,600 | -12.2% | -1.39 pp | 5/15/2026 |
| Exit | FRESHPET INC | -401,130 | Exit | -6.23 pp | 5/15/2026 |
| Reduce | V F CORP | -627,559 | -11.8% | +1.73 pp | 5/15/2026 |
| Add | PORTILLOS INC | +1,908,000 | +124.3% | +4.23 pp | 5/15/2026 |
| Reduce | COGNEX CORP | -449,000 | -48.1% | -0.75 pp | 5/15/2026 |
| Add | BLACKLINE INC | +284,000 | +26.2% | +1.39 pp | 5/15/2026 |
| Reduce | GXO LOGISTICS INCORPORATED | -8,000 | -1.0% | +2.90 pp | 5/15/2026 |