What Glenn Welling Bought in Q2 2024
Engaged Capital · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$583.9M
Total Value
12
Holdings
1
New Buys
3
Reduced
In Q2 2024, Glenn Welling reported 12 long equity positions worth $583.9M in their Engaged Capital 13F filing, including 1 new positions (largest: SMARTSHEET INC at $29.6M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRCC | BRC INC | 12851018 | $78.8M | 13.49% | — |
| 2 | EVH | EVOLENT HEALTH INC | 4111458 | $78.6M | 13.46% | +26.1% |
| 3 | NCRRP | NCR VOYIX CORPORATION | 6286029 | $77.6M | 13.30% | +7.7% |
| 4 | VFC | V F CORP | 5341368 | $72.1M | 12.35% | — |
| 5 | NATL | NCR ATLEOS CORPORATION | 2509256 | $67.8M | 11.61% | — |
| 6 | ENV | ENVESTNET INC | 692483 | $43.3M | 7.42% | +479.8% |
| 7 | UPBD | UPBOUND GROUP INC | 1167051 | $35.8M | 6.14% | -29.9% |
| 8 | PRAA | PRA GROUP INC | 1703512 | $33.5M | 5.74% | -8.1% |
| 9 | SMARGBP | SMARTSHEET INC | 671496 | $29.6M | 5.07% | NEW |
| 10 | PTLO | PORTILLOS INC | 2760443 | $26.8M | 4.60% | +38.7% |
| 11 | SHAK | SHAKE SHACK INC | 266883 | $24.0M | 4.11% | -65.6% |
| 12 | NVROEUR | NEVRO CORP | 1885956 | $15.9M | 2.72% | — |