Glenn Welling · Engaged Capital LLC
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 9 |
| Portfolio value: | $408M |
Viewing historical Q3 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. | 20.75 | Add 8.21% | 5,862,368 | $14.43 | $84,593,970 | $18.98 | +31.53% | $11.06 | $22.27 |
| YETI · Yeti Holdings Inc. | 17.66 | Add 0.33% | 2,169,551 | $33.18 | $71,985,702 | $41.53 | +25.17% | $28.98 | $51.29 |
| GXO · Gxo Logistics Incorporated | 12.70 | Add 9.08% | 978,477 | $52.89 | $51,751,649 | $51.61 | -2.42% | $39.33 | $66.85 |
| EVH · Evolent Health Inc. | 11.75 | Reduce 3.25% | 5,663,912 | $8.46 | $47,916,696 | $4.18 | -50.59% | $2.10 | $12.06 |
| CGNX · Cognex Corp. | 9.50 | New | 855,000 | $45.30 | $38,731,500 | $65.66 | +44.94% | $29.00 | $71.90 |
| FRPT · Freshpet Inc. | 8.37 | 619,130 | $55.11 | $34,120,254 | $53.08 | -3.68% | $46.76 | $89.80 | |
| 73642K106 · Portillos Inc. | 8.02 | Add 4.91% | 5,069,301 | $6.45 | $32,696,991 | — | — | — | — |
| BL · Blackline Inc. | 5.91 | New | 453,794 | $53.10 | $24,096,461 | $30.63 | -42.32% | $28.78 | $59.57 |
| RILY · Brc Inc. | 5.33 | Add 2.96% | 13,935,560 | $1.56 | $21,739,474 | $8.18 | +424.36% | $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
7 sectors represented
Whales with similar holdings to Glenn Welling
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
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