What Glenn Welling Bought in Q1 2025
Engaged Capital · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$392.2M
Total Value
9
Holdings
2
New Buys
3
Reduced
In Q1 2025, Glenn Welling reported 9 long equity positions worth $392.2M in their Engaged Capital 13F filing, including 2 new positions (largest: YETI HLDGS INC at $51.1M) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | VFC | V F CORP | 5484368 | $85.1M | 21.70% | +2.7% |
| 2 | PTLO | PORTILLOS INC | 5479771 | $65.2M | 16.61% | -10.4% |
| 3 | GTLS | CHART INDS INC | 368996 | $53.3M | 13.58% | +64.1% |
| 4 | YETI | YETI HLDGS INC | 1543518 | $51.1M | 13.03% | NEW |
| 5 | EVH | EVOLENT HEALTH INC | 5179468 | $49.0M | 12.50% | -4.2% |
| 6 | GXO | GXO LOGISTICS INCORPORATED | 912000 | $35.6M | 9.09% | NEW |
| 7 | BRCC | BRC INC | 13535560 | $28.3M | 7.21% | — |
| 8 | NATL | NCR ATLEOS CORPORATION | 774261 | $20.4M | 5.21% | +-64.9% |
| 9 | NCRRP | NCR VOYIX CORPORATION | 431679 | $4.2M | 1.07% | -92.5% |