Glenn Welling - Engaged Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $303,413,763
Holdings Activity Buys Sells    History
Holding/activity history for  Gxo Logistics Inc. (GXO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 821,769 14.04 Reduce 0.96% 0.11 $51.85 $42,608,723 SEC
2025   Q4 829,769 11.14 Reduce 15.20% 1.93 $52.64 $43,679,040 SEC
2025   Q3 978,477 12.70 Add 9.08% 1.06 $52.89 $51,751,649 SEC
2025   Q2 897,000 12.22 Reduce 1.64% 0.15 $48.70 $43,683,900 SEC
2025   Q1 912,000 9.09 Buy 9.09 $39.08 $35,640,960 SEC