What Glenn Welling Bought in Q1 2024
Engaged Capital · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$617.1M
Total Value
11
Holdings
0
New Buys
0
Reduced
In Q1 2024, Glenn Welling reported 11 long equity positions worth $617.1M in their Engaged Capital 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | EVH | EVOLENT HEALTH INC | 3261458 | $106.9M | 17.33% | — |
| 2 | VFC | V F CORP | 5341368 | $81.9M | 13.28% | — |
| 3 | SHAK | SHAKE SHACK INC | 774788 | $80.6M | 13.06% | — |
| 4 | NCRRP | NCR VOYIX CORPORATION | 5836029 | $73.7M | 11.94% | — |
| 5 | UPBD | UPBOUND GROUP INC | 1665708 | $58.6M | 9.50% | — |
| 6 | BRCC | BRC INC | 12851018 | $55.0M | 8.91% | — |
| 7 | NATL | NCR ATLEOS CORPORATION | 2509256 | $49.6M | 8.03% | — |
| 8 | PRAA | PRA GROUP INC | 1853249 | $48.3M | 7.83% | — |
| 9 | PTLO | PORTILLOS INC | 1990000 | $28.2M | 4.57% | — |
| 10 | NVROEUR | NEVRO CORP | 1885956 | $27.2M | 4.41% | — |
| 11 | ENV | ENVESTNET INC | 119434 | $6.9M | 1.12% | — |