What Glenn Welling Bought in Q4 2024
Engaged Capital · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$486.4M
Total Value
8
Holdings
1
New Buys
2
Reduced
In Q4 2024, Glenn Welling reported 8 long equity positions worth $486.4M in their Engaged Capital 13F filing, including 1 new positions (largest: CHART INDS INC at $42.9M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | VFC | V F CORP | 5341368 | $114.6M | 23.57% | — |
| 2 | NCRRP | NCR VOYIX CORPORATION | 5771033 | $79.9M | 16.42% | -19.5% |
| 3 | NATL | NCR ATLEOS CORPORATION | 2206041 | $74.8M | 15.39% | -26.7% |
| 4 | EVH | EVOLENT HEALTH INC | 5404768 | $60.8M | 12.50% | +35.5% |
| 5 | PTLO | PORTILLOS INC | 6114956 | $57.5M | 11.82% | — |
| 6 | BRCC | BRC INC | 13535560 | $42.9M | 8.82% | — |
| 7 | GTLS | CHART INDS INC | 224796 | $42.9M | 8.82% | NEW |
| 8 | PRAA | PRA GROUP INC | 619945 | $13.0M | 2.66% | +-63.6% |