Glenn Welling · Engaged Capital LLC
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 9 |
| Portfolio value: | $392M |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| VFC · V F Corp. | 24.47 | Reduce 9.48% | 5,306,548 | $18.08 | $95,942,388 | $18.98 | +4.98% | $11.06 | $22.27 |
| YETI · Yeti Holdings Inc. | 22.90 | Reduce 6.31% | 2,032,695 | $44.17 | $89,784,138 | $41.53 | -5.98% | $28.98 | $51.29 |
| BL · Blackline Inc. | 15.28 | Add 138.79% | 1,083,619 | $55.29 | $59,913,295 | $30.63 | -44.60% | $28.78 | $59.57 |
| GXO · Gxo Logistics Incorporated | 11.14 | Reduce 15.20% | 829,769 | $52.64 | $43,679,040 | $51.61 | -1.96% | $39.33 | $66.85 |
| CGNX · Cognex Corp. | 8.56 | Add 9.12% | 933,000 | $35.98 | $33,569,340 | $65.66 | +82.49% | $29.00 | $71.90 |
| FRPT · Freshpet Inc. | 6.23 | Reduce 35.21% | 401,130 | $60.93 | $24,440,851 | $53.08 | -12.88% | $46.76 | $89.80 |
| EVH · Evolent Health Inc. | 5.68 | Reduce 1.77% | 5,563,912 | $4.00 | $22,255,648 | $4.18 | +4.50% | $2.10 | $12.06 |
| RILY · Brc Inc. | 3.95 | 13,935,560 | $1.11 | $15,468,472 | $8.18 | +636.94% | $2.79 | $10.97 | |
| 73642K106 · Portillos Inc. | 1.78 | Reduce 69.72% | 1,534,990 | $4.54 | $6,968,855 | — | — | — | — |
* 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
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