BRCC

Brc Inc-a

2 super-investor ownerscombined $11Mlargest position 3.6%

2 super-investors hold BRCC worth a combined $11M. The largest position: Glenn Welling at 3.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 22 — ranked #619 of 724 scored stocks.

Share𝕏 in

Why super-investors own BRCC

Glenn Welling of Engaged Capital dominates the cohort's exposure to BRCC, holding $11M at 3.6% of his portfolio — a meaningful activist-style concentration. Joel Greenblatt carries a nominal $24,429 position that amounts to a rounding error in his book. Cohort ownership has been static at effectively one real holder for eight consecutive quarters, with zero additions, trims, or exits recorded in 2026Q1. No new names have shown interest. The picture is one of a single engaged holder with a thesis still in place, surrounded by near-total indifference from the broader super-investor universe — interest here is neither rising nor fading, just flatlined.

AI-synthesized from 13F filings. Not investment advice.