What Glenn Welling bought and sold in Q3 2025

In Q3 2025, Glenn Welling (Engaged Capital) opened 2 new positions — including CGNX (9.5%), BL (5.9%). The book stood at $408M across 9 positions, filed Nov 14, 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.