YETI Holdings Inc (YETI) is 18.09% 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: 1.19M shares worth about $59.2M, the 2nd largest of 9 stock positions. Glenn W. Welling trimmed the share count by 33% in 2026 Q2.
What did the 2026 Q2 filing report for YETI?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 18.09% |
| Shares | 1.19M |
| Reported value | $59.2M |
| Rank in portfolio | 2nd of 9 |
| Largest holding | VFC at 23.06% |
| Top three holdings | 56.42% of the book |
| Change this quarter | -33% shares |
How concentrated is Glenn W. Welling in YETI?
YETI at 18.09% is 1.6 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 YETI was 21.52% of the book.
Where does YETI sit in the Glenn W. Welling portfolio?
YETI ranks 2nd of 9 stock positions in the Glenn W. Welling portfolio at 18.09%, above the fund's average stock position of 11%. The YETI cut was the 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 YETI?
Glenn W. Welling first reported YETI in the quarter ended March 31, 2025. The weight peaked at 22.9% in 2025 Q4. Last quarter the fund cut the position by 12%. Every reported trade is on the Glenn W. Welling YETI trade history page.
Did other funds buy or sell YETI in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 2 hold YETI. The largest buyer of YETI this quarter was Fred Martin. Every tracked holder of YETI is on the YETI ownership page.
FAQ
What share of the Glenn W. Welling portfolio is YETI?
YETI is 18.09% of the Glenn W. Welling portfolio as of 2026 Q2, the 2nd largest of 9 stock positions.
What is the YETI stake of Glenn W. Welling worth?
Glenn W. Welling holds 1.19M shares of YETI, worth about $59.2M at June 30, 2026 prices, 18.09% 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 YETI position in 2026 Q2?
Glenn W. Welling trimmed the share count by 33% in 2026 Q2.