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← Glenn Welling

Glenn Welling's 2025Q3 portfolio

Glenn Welling (Engaged Capital) held 8 positions as of Sep 30, 2025, with the largest position at 20.8% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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 Sep 30, 2025 (8)

  1. 1VFCVF Corp
    % port
    20.8%
    +3.0pp vs prior Qnow 26.2%
  2. 2YETIYeti Holdings Inc
    % port
    17.7%
    -1.4pp vs prior Qnow 21.5%
  3. 3GXOGxo Logistics Inc
    % port
    12.7%
    +0.5pp vs prior Qnow 14.0%
  4. 4EVHEvolent Health Inc - A
    % port
    11.8%
    -6.7pp vs prior Qnow 4.2%
  5. 5CGNXCognex Corp
    % port
    9.5%
    now 7.8%
  6. 6PTLOPortillo's Inc-cl A
    % port
    8.0%
    -7.7pp vs prior Qnow 6.0%
  7. 7BLBlackline Inc
    % port
    5.9%
    now 16.7%
  8. 8BRCCBrc Inc-a
    % port
    5.3%
    +0.4pp 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.