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← Glenn Welling

Glenn Welling's 2025Q4 portfolio

Glenn Welling (Engaged Capital) held 8 positions as of Dec 31, 2025, with the largest position at 24.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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 Dec 31, 2025 (8)

  1. 1VFCVF Corp
    % port
    24.5%
    +3.7pp vs prior Qnow 26.2%
  2. 2YETIYeti Holdings Inc
    % port
    22.9%
    +5.2pp vs prior Qnow 21.5%
  3. 3BLBlackline Inc
    % port
    15.3%
    +9.4pp vs prior Qnow 16.7%
  4. 4GXOGxo Logistics Inc
    % port
    11.1%
    -1.6pp vs prior Qnow 14.0%
  5. 5CGNXCognex Corp
    % port
    8.6%
    -0.9pp vs prior Qnow 7.8%
  6. 6EVHEvolent Health Inc - A
    % port
    5.7%
    -6.1pp vs prior Qnow 4.2%
  7. 7BRCCBrc Inc-a
    % port
    3.9%
    -1.4pp vs prior Qnow 3.6%
  8. 8PTLOPortillo's Inc-cl A
    % port
    1.8%
    -6.2pp vs prior Qnow 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.