Latticework
← Glenn Welling

Glenn Welling's 2026Q1 portfolio

Glenn Welling (Engaged Capital) held 8 positions as of Mar 31, 2026, with the largest position at 26.2% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but 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, 2026 (8)

  1. 1VFCVF Corp
    % port
    26.2%
    +1.7pp vs prior Q
  2. 2YETIYeti Holdings Inc
    % port
    21.5%
    -1.4pp vs prior Q
  3. 3BLBlackline Inc
    % port
    16.7%
    +1.4pp vs prior Q
  4. 4GXOGxo Logistics Inc
    % port
    14.0%
    +2.9pp vs prior Q
  5. 5CGNXCognex Corp
    % port
    7.8%
    -0.7pp vs prior Q
  6. 6PTLOPortillo's Inc-cl A
    % port
    6.0%
    +4.2pp vs prior Q
  7. 7EVHEvolent Health Inc - A
    % port
    4.2%
    -1.5pp vs prior Q
  8. 8BRCCBrc Inc-a
    % port
    3.6%
    -0.4pp vs prior Q

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.