Glenn Welling · Engaged Capital LLC
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 9 |
| Portfolio value: | $392M |
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| VFC · V F Corp. | 21.70 | Add 2.68% | 5,484,368 | $15.52 | $85,117,391 | $18.98 | +22.29% | $11.06 | $22.27 |
| 73642K106 · Portillos Inc. | 16.61 | Reduce 10.39% | 5,479,771 | $11.89 | $65,154,477 | — | — | — | — |
| GTLS · Chart Inds Inc. | 13.58 | Add 64.15% | 368,996 | $144.36 | $53,268,263 | — | — | — | — |
| YETI · Yeti Holdings Inc. | 13.03 | New | 1,543,518 | $33.10 | $51,090,446 | $41.53 | +25.47% | $28.98 | $51.29 |
| EVH · Evolent Health Inc. | 12.50 | Reduce 4.17% | 5,179,468 | $9.47 | $49,049,562 | $4.18 | -55.86% | $2.10 | $12.06 |
| GXO · Gxo Logistics Incorporated | 9.09 | New | 912,000 | $39.08 | $35,640,960 | $51.61 | +32.06% | $39.33 | $66.85 |
| RILY · Brc Inc. | 7.21 | 13,535,560 | $2.09 | $28,289,320 | $8.18 | +291.39% | $2.79 | $10.97 | |
| NATL · Ncr Atleos Corporation | 5.21 | Reduce 64.90% | 774,261 | $26.38 | $20,425,005 | $44.27 | +67.82% | $23.56 | $48.50 |
| VYX · Ncr Voyix Corporation | 1.07 | Reduce 92.52% | 431,679 | $9.75 | $4,208,870 | $8.35 | -14.36% | $6.02 | $14.67 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
6 sectors represented
Whales with similar holdings to Glenn Welling
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
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