What did Glenn Welling buy in Q2 2025?

Glenn Welling opened 1 new position (FRPT) and added to 1 existing holding in the Q2 2025 13F.

What did Glenn Welling sell in Q2 2025?

Glenn Welling exited 3 positions (GTLS, NATL, VYX) and trimmed 0.

What Glenn Welling bought and sold in Q2 2025

In Q2 2025, Glenn Welling (Engaged Capital) opened 1 new position — including FRPT (11.8%), added to 1, exited 3 (GTLS, NATL, VYX). The book stood at $358M across 7 positions, filed Aug 14, 2025.

1New1Added0Trimmed3Exited

Share𝕏 in

New positions (1)

FRPTFreshpet Inc11.8% · $42M

Added to (1)

YETIYeti Holdings Inc+40% shares · 19.1% · $68M

Exited (3)

GTLSChart Industries Incwas 13.6% of book
NATLNcr Atleos Corpwas 5.2% of book
VYXNcr Voyix Corpwas 1.1% of book

Glenn Welling's other filings

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

Glenn Welling's full portfolio →The whole cohort in Q2 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.