What did Glenn Welling buy in Q1 2026?

Glenn Welling opened 0 new positions and added to 2 existing holdings in the Q1 2026 13F.

What did Glenn Welling sell in Q1 2026?

Glenn Welling exited 1 position (FRPT) and trimmed 1.

What Glenn Welling bought and sold in Q1 2026

In Q1 2026, Glenn Welling (Engaged Capital) added to 2, trimmed 1, exited 1 (FRPT). The book stood at $303M across 8 positions, filed May 15, 2026.

0New2Added1Trimmed1Exited

Share𝕏 in

Added to (2)

BLBlackline Inc+26% shares · 16.7% · $51M
PTLOPortillo's Inc-cl A+124% shares · 6.0% · $18M

Trimmed (1)

CGNXCognex Corp-48% shares · 7.8% · $24M

Exited (1)

FRPTFreshpet Incwas 6.2% of book

Glenn Welling's other filings

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

Glenn Welling's full portfolio →The whole cohort in Q1 2026 →

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.