GXO Logistics Inc (GXO) is 15.26% of Glenn W. Welling's Engaged Capital portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026: 985K shares worth about $49.9M, the 3rd largest of 9 stock positions. Glenn W. Welling added 20% to the share count in 2026 Q2.
What did the 2026 Q2 filing report for GXO?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 15.26% |
| Shares | 985K |
| Reported value | $49.9M |
| Rank in portfolio | 3rd of 9 |
| Largest holding | VFC at 23.06% |
| Top three holdings | 56.42% of the book |
| Change this quarter | +20% shares |
How concentrated is Glenn W. Welling in GXO?
GXO at 15.26% is 1.4 times the average stock position in the Glenn W. Welling portfolio, which is 11%. The largest holding is VFC at 23.06%. The three largest stocks together are 56.42% of the reported book. A quarter earlier GXO was 14.04% of the book.
Where does GXO sit in the Glenn W. Welling portfolio?
GXO ranks 3rd of 9 stock positions in the Glenn W. Welling portfolio at 15.26%, above the fund's average stock position of 11%. The GXO addition was the 5th largest of the quarter's 6 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Glenn W. Welling reported 9 stock positions, with 1 opened and none closed. The total portfolio value is about $327.1M, up 8% from the prior quarter.
How long has Glenn W. Welling held GXO?
Glenn W. Welling first reported GXO in the quarter ended March 31, 2025. The current weight is the highest the fund has reported for the name. The share count was unchanged the quarter before. Every reported trade is on the Glenn W. Welling GXO trade history page.
FAQ
What share of the Glenn W. Welling portfolio is GXO?
GXO is 15.26% of the Glenn W. Welling portfolio as of 2026 Q2, the 3rd largest of 9 stock positions.
What is the GXO stake of Glenn W. Welling worth?
Glenn W. Welling holds 985K shares of GXO, worth about $49.9M at June 30, 2026 prices, 15.26% of the reported portfolio.
What are the largest holdings of Glenn W. Welling?
The largest stock positions of Glenn W. Welling as of 2026 Q2 are VFC (23.06%), YETI (18.09%) and GXO (15.26%), together 56.42% of the book.
Did Glenn W. Welling's Engaged Capital change its GXO position in 2026 Q2?
Glenn W. Welling added 20% to the share count in 2026 Q2.