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← Glenn Welling

Glenn Welling's 2025Q1 portfolio

Glenn Welling (Engaged Capital) held 6 positions as of Mar 31, 2025, with the largest position at 21.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (6)

  1. 1VFCVF Corp
    % port
    21.7%
    -1.9pp vs prior Qnow 26.2%
  2. 2PTLOPortillo's Inc-cl A
    % port
    16.6%
    +4.8pp vs prior Qnow 6.0%
  3. 3YETIYeti Holdings Inc
    % port
    13.0%
    now 21.5%
  4. 4EVHEvolent Health Inc - A
    % port
    12.5%
    now 4.2%
  5. 5GXOGxo Logistics Inc
    % port
    9.1%
    now 14.0%
  6. 6BRCCBrc Inc-a
    % port
    7.2%
    -1.6pp vs prior Qnow 3.6%

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.