Question 1

What stocks did Glenn Welling buy this quarter?

Accepted Answer

In the Q2 '26 13F filing, Glenn Welling added 2 new positions and increased 2 existing holdings, totaling $106.0M in buy activity. New positions alone account for $32.8M.

Question 2

What was Glenn Welling's biggest new buy?

Accepted Answer

Glenn Welling's largest new position in the Q2 '26 filing was FRESHPET INC (FRPT) at $28.7M, representing 8.76% of the portfolio.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Ticker	Company	Shares	Value	% Portfolio
FRPT	FRESHPET INC	484741	$28.7M	8.76%
EVH	EVOLENT HEALTH INC	5500000	$4.2M	1.27%

Ticker	Company	Shares	Value	% Portfolio	Change
GXO	GXO LOGISTICS INCORPORATED	984769	$49.9M	15.26%	+19.8%
BL	BLACKLINE INC	827619	$23.2M	7.10%	+-39.5%

Glenn Welling — Recent Buys

New positions (2)

Increased positions (2)