What Glenn Welling Bought in Q3 2025
Engaged Capital · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$407.6M
Total Value
9
Holdings
2
New Buys
1
Reduced
In Q3 2025, Glenn Welling reported 9 long equity positions worth $407.6M in their Engaged Capital 13F filing, including 2 new positions (largest: COGNEX CORP at $38.7M) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | VFC | V F CORP | 5862368 | $84.6M | 20.75% | +8.2% |
| 2 | YETI | YETI HLDGS INC | 2169551 | $72.0M | 17.66% | +0.3% |
| 3 | GXO | GXO LOGISTICS INCORPORATED | 978477 | $51.8M | 12.70% | +9.1% |
| 4 | EVH | EVOLENT HEALTH INC | 5663912 | $47.9M | 11.75% | -3.3% |
| 5 | CGNX | COGNEX CORP | 855000 | $38.7M | 9.50% | NEW |
| 6 | FRPT | FRESHPET INC | 619130 | $34.1M | 8.37% | — |
| 7 | PTLO | PORTILLOS INC | 5069301 | $32.7M | 8.02% | +4.9% |
| 8 | BL | BLACKLINE INC | 453794 | $24.1M | 5.91% | NEW |
| 9 | BRCC | BRC INC | 13935560 | $21.7M | 5.33% | +3.0% |