What did Glenn Welling buy in Q1 2025?

Glenn Welling opened 2 new positions (YETI, GXO) and added to 1 existing holding in the Q1 2025 13F.

What did Glenn Welling sell in Q1 2025?

Glenn Welling exited 1 position (PRAA) and trimmed 2.

What Glenn Welling bought and sold in Q1 2025

In Q1 2025, Glenn Welling (Engaged Capital) opened 2 new positions — including YETI (13.0%), GXO (9.1%), added to 1, trimmed 2, exited 1 (PRAA). The book stood at $392M across 9 positions, filed May 15, 2025.

2New1Added2Trimmed1Exited

Share𝕏 in

New positions (2)

YETIYeti Holdings Inc13.0% · $51M
GXOGxo Logistics Inc9.1% · $36M

Added to (1)

GTLSChart Industries Inc+64% shares · 13.6% · $53M

Trimmed (2)

NATLNcr Atleos Corp-65% shares · 5.2% · $20M
VYXNcr Voyix Corp-93% shares · 1.1% · $4M

Exited (1)

PRAAPra Group Incwas 2.7% of book

Glenn Welling's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q4 2024 changes

Glenn Welling's full portfolio →The whole cohort in Q1 2025 →

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.