Glenn Welling - Engaged Capital
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 8
Portfolio value: $303,413,763
Holding/activity history for Cognex Corp. (CGNX)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
484,000 |
7.81 |
Reduce 48.12%
|
4.12 |
$48.99 |
$23,711,160 |
SEC |
| 2025 Q4 |
933,000 |
8.56 |
Add 9.12%
|
0.72 |
$35.98 |
$33,569,340 |
SEC |
| 2025 Q3 |
855,000 |
9.50 |
Buy
|
9.50 |
$45.30 |
$38,731,500 |
SEC |