Glenn Welling · Engaged Capital LLC
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 7 |
| Portfolio value: | $358M |
Viewing historical Q2 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 |
|---|---|---|---|---|---|---|---|---|---|
| YETI · Yeti Holdings Inc. | 19.06 | Add 40.10% | 2,162,518 | $31.52 | $68,162,567 | $41.53 | +31.76% | $28.98 | $51.29 |
| EVH · Evolent Health Inc. | 18.43 | Add 13.03% | 5,854,468 | $11.26 | $65,921,310 | $4.18 | -62.88% | $2.10 | $12.06 |
| VFC · V F Corp. | 17.80 | Reduce 1.22% | 5,417,368 | $11.75 | $63,654,074 | $18.98 | +61.53% | $11.06 | $22.27 |
| 73642K106 · Portillos Inc. | 15.77 | Reduce 11.82% | 4,831,911 | $11.67 | $56,388,401 | — | — | — | — |
| GXO · Gxo Logistics Incorporated | 12.22 | Reduce 1.64% | 897,000 | $48.70 | $43,683,900 | $51.61 | +5.98% | $39.33 | $66.85 |
| FRPT · Freshpet Inc. | 11.77 | New | 619,130 | $67.96 | $42,076,075 | $53.08 | -21.90% | $46.76 | $89.80 |
| RILY · Brc Inc. | 4.96 | 13,535,560 | $1.31 | $17,731,584 | $8.18 | +524.43% | $2.79 | $10.97 |
* 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
Coming soon
Curated press + commentary about Glenn Welling arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com