What Glenn Welling Bought in Q2 2025
Engaged Capital · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$357.6M
Total Value
7
Holdings
1
New Buys
3
Reduced
In Q2 2025, Glenn Welling reported 7 long equity positions worth $357.6M in their Engaged Capital 13F filing, including 1 new positions (largest: FRESHPET INC at $42.1M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | YETI | YETI HLDGS INC | 2162518 | $68.2M | 19.06% | +40.1% |
| 2 | EVH | EVOLENT HEALTH INC | 5854468 | $65.9M | 18.43% | +13.0% |
| 3 | VFC | V F CORP | 5417368 | $63.7M | 17.80% | -1.2% |
| 4 | PTLO | PORTILLOS INC | 4831911 | $56.4M | 15.77% | -11.8% |
| 5 | GXO | GXO LOGISTICS INCORPORATED | 897000 | $43.7M | 12.22% | -1.6% |
| 6 | FRPT | FRESHPET INC | 619130 | $42.1M | 11.77% | NEW |
| 7 | BRCC | BRC INC | 13535560 | $17.7M | 4.96% | — |