What Glenn Welling Bought in Q4 2025
Engaged Capital · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$392.0M
Total Value
9
Holdings
0
New Buys
7
Reduced
In Q4 2025, Glenn Welling reported 9 long equity positions worth $392.0M in their Engaged Capital 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | VFC | V F CORP | 5306548 | $95.9M | 24.47% | -9.5% |
| 2 | YETI | YETI HLDGS INC | 2032695 | $89.8M | 22.90% | -6.3% |
| 3 | BL | BLACKLINE INC | 1083619 | $59.9M | 15.28% | 138.8% |
| 4 | GXO | GXO LOGISTICS INCORPORATED | 829769 | $43.7M | 11.14% | -15.2% |
| 5 | CGNX | COGNEX CORP | 933000 | $33.6M | 8.56% | +9.1% |
| 6 | FRPT | FRESHPET INC | 401130 | $24.4M | 6.23% | -35.2% |
| 7 | EVH | EVOLENT HEALTH INC | 5563912 | $22.3M | 5.68% | -1.8% |
| 8 | BRCC | BRC INC | 13935560 | $15.5M | 3.95% | — |
| 9 | PTLO | PORTILLOS INC | 1534990 | $7.0M | 1.78% | -69.7% |