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← Glenn Welling

Glenn Welling's 2024Q2 portfolio

Glenn Welling (Engaged Capital) held 4 positions as of Jun 30, 2024, with the largest position at 13.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (4)

  1. 1BRCCBrc Inc-a
    % port
    13.5%
    +4.6pp vs prior Qnow 3.6%
  2. 2EVHEvolent Health Inc - A
    % port
    13.5%
    -3.9pp vs prior Qnow 4.2%
  3. 3VFCVF Corp
    % port
    12.3%
    -0.9pp vs prior Qnow 26.2%
  4. 4PTLOPortillo's Inc-cl A
    % port
    4.6%
    now 6.0%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.