What Glenn Welling Bought in Q3 2024
Engaged Capital · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$616.5M
Total Value
9
Holdings
1
New Buys
1
Reduced
In Q3 2024, Glenn Welling reported 9 long equity positions worth $616.5M in their Engaged Capital 13F filing, including 1 new positions (largest: BLACKLINE INC at $33.6M) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | EVH | EVOLENT HEALTH INC | 3989468 | $112.8M | 18.30% | -3.0% |
| 2 | VFC | V F CORP | 5341368 | $106.6M | 17.28% | — |
| 3 | NCRRP | NCR VOYIX CORPORATION | 7171029 | $97.3M | 15.78% | +14.1% |
| 4 | NATL | NCR ATLEOS CORPORATION | 3008223 | $85.8M | 13.92% | +19.9% |
| 5 | PTLO | PORTILLOS INC | 6114956 | $82.4M | 13.36% | +121.5% |
| 6 | BRCC | BRC INC | 13535560 | $46.3M | 7.51% | +5.3% |
| 7 | PRAA | PRA GROUP INC | 1703512 | $38.1M | 6.18% | — |
| 8 | BL | BLACKLINE INC | 609713 | $33.6M | 5.45% | NEW |
| 9 | NVROEUR | NEVRO CORP | 2442956 | $13.7M | 2.21% | +29.5% |