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← Glenn Welling

Glenn Welling's 2025Q2 portfolio

Glenn Welling (Engaged Capital) held 6 positions as of Jun 30, 2025, with the largest position at 19.1% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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, 2025 (6)

  1. 1YETIYeti Holdings Inc
    % port
    19.1%
    +6.0pp vs prior Qnow 21.5%
  2. 2EVHEvolent Health Inc - A
    % port
    18.4%
    +5.9pp vs prior Qnow 4.2%
  3. 3VFCVF Corp
    % port
    17.8%
    -3.9pp vs prior Qnow 26.2%
  4. 4PTLOPortillo's Inc-cl A
    % port
    15.8%
    -0.8pp vs prior Qnow 6.0%
  5. 5GXOGxo Logistics Inc
    % port
    12.2%
    +3.1pp vs prior Qnow 14.0%
  6. 6BRCCBrc Inc-a
    % port
    5.0%
    -2.3pp 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.