Glenn W. Welling
Engaged Capital
Glenn W. Welling GXO Logistics Inc stake
total: 101
Engaged Capital GXO trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 1
- Reduced:
- 3
- Held since:
- 2025 Q1
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Glenn W. Welling holds 821,769 GXO Logistics Inc (GXO) shares with a market value of roughly $42.61M accounting for 14.04% of the overall portfolio. To date, the estimated cost basis is nearly $40.21 for "buy" trades and estimated average "sell" price is $52.26. Engaged Capital first purchased GXO in 2025 Q1, initially acquiring 912,000 shares. Since the initial investment in GXO Logistics Inc (GXO), Engaged Capital has made 4 more transactions.
When did Glenn W. Welling buy GXO Logistics Inc (GXO)?
Glenn W. Welling first invested in GXO Logistics Inc (GXO) in 2025 Q1 at the reported quarter-end price of $39.08 per share.
What's the cost basis of Engaged Capital's GXO stake?
The estimated cost basis for GXO Logistics Inc (GXO) stake is around $40.21 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $40.21
- Weighted AVG sell price:
- $52.26
Glenn W. Welling's historical trades in GXO Logistics Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
14.04%
|
821,769
|
$51.85
|
$42,608,723
|
-0.96% (-8,000)
|
-0.11%
|
|
2025 Q4
|
11.14%
|
829,769
|
$52.64
|
$43,679,040
|
-15.20% (-148,708)
|
-1.92%
|
|
2025 Q3
|
12.70%
|
978,477
|
$52.89
|
$51,751,649
|
+9.08% (+81,477)
|
+1.06%
|
|
2025 Q2
|
12.22%
|
897,000
|
$48.70
|
$43,683,900
|
-1.64% (-15,000)
|
-0.19%
|
|
2025 Q1
|
9.09%
|
912,000
|
$39.08
|
$35,640,960
|
new
|
+9.09%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.