What did Glenn Welling buy in Q4 2025?

Glenn Welling opened 0 new positions and added to 1 existing holding in the Q4 2025 13F.

What did Glenn Welling sell in Q4 2025?

Glenn Welling exited 0 positions and trimmed 2.

What Glenn Welling bought and sold in Q4 2025

In Q4 2025, Glenn Welling (Engaged Capital) added to 1, trimmed 2. The book stood at $392M across 9 positions, filed Feb 17, 2026.

0New1Added2Trimmed0Exited

Share𝕏 in

Added to (1)

BLBlackline Inc+139% shares · 15.3% · $60M

Trimmed (2)

FRPTFreshpet Inc-35% shares · 6.2% · $24M
PTLOPortillo's Inc-cl A-70% shares · 1.8% · $7M

Glenn Welling's other filings

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

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