VF Corp (VFC) is 23.06% 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: 4.52M shares worth about $75.4M, the largest of 9 stock positions. Glenn W. Welling trimmed the share count by 3% in 2026 Q2.
What did the 2026 Q2 filing report for VFC?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 23.06% |
| Shares | 4.52M |
| Reported value | $75.4M |
| Rank in portfolio | 1st of 9 |
| Next largest holding | YETI at 18.09% |
| Top three holdings | 56.42% of the book |
| Change this quarter | -3% shares |
How concentrated is Glenn W. Welling in VFC?
VFC at 23.06% is 2.1 times the average stock position in the Glenn W. Welling portfolio, which is 11%. The next largest holding is YETI at 18.09%. The three largest stocks together are 56.42% of the reported book. A quarter earlier VFC was 26.2% of the book.
Where does VFC sit in the Glenn W. Welling portfolio?
VFC is the largest of 9 stock positions in the Glenn W. Welling portfolio at 23.06%, above the fund's average stock position of 11%. The VFC cut was the 6th 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 VFC?
Glenn W. Welling first reported VFC in the quarter ended September 30, 2023. The weight peaked at 26.2% in 2026 Q1. Last quarter the fund cut the position by 12%. Every reported trade is on the Glenn W. Welling VFC trade history page.
FAQ
What share of the Glenn W. Welling portfolio is VFC?
VFC is 23.06% of the Glenn W. Welling portfolio as of 2026 Q2, the largest of 9 stock positions.
What is the VFC stake of Glenn W. Welling worth?
Glenn W. Welling holds 4.52M shares of VFC, worth about $75.4M at June 30, 2026 prices, 23.06% 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 VFC position in 2026 Q2?
Glenn W. Welling trimmed the share count by 3% in 2026 Q2.