What did Glenn Welling buy in Q4 2024?

Glenn Welling opened 1 new position (GTLS) and added to 1 existing holding in the Q4 2024 13F.

What did Glenn Welling sell in Q4 2024?

Glenn Welling exited 2 positions (BL, NVROEUR) and trimmed 2.

What Glenn Welling bought and sold in Q4 2024

In Q4 2024, Glenn Welling (Engaged Capital) opened 1 new position — including GTLS (8.8%), added to 1, trimmed 2, exited 2 (BL, NVROEUR). The book stood at $486M across 8 positions, filed Feb 14, 2025.

1New1Added2Trimmed2Exited

Share𝕏 in

New positions (1)

GTLSChart Industries Inc8.8% · $43M

Added to (1)

EVHEvolent Health Inc - A+35% shares · 12.5% · $61M

Trimmed (2)

NATLNcr Atleos Corp-27% shares · 15.4% · $75M
PRAAPra Group Inc-64% shares · 2.7% · $13M

Exited (2)

BLBlackline Incwas 5.5% of book
NVROEURNevro Corpwas 2.2% of book

Glenn Welling's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Glenn Welling's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.