- Portfolio
- Activity
Glenn W. Welling Holdings Activity
Engaged Capital Portfolio 13F
Engaged Capital has disclosed a total of 9 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 2, bought 1 totally new, decreased the number of shares of 3 and completely sold out 3 position(s).
What stocks is Glenn W. Welling buying now?
In the recent quarter Glenn W. Welling has purchased 3 securities: (FRPT) FRESHPET INC (new buy), (YETI) YETI HOLDINGS INC (added shares +40.1%) and (EVH) EVOLENT HEALTH INC - A (added shares +13.03%).
What does Glenn W. Welling invest in?
Glenn W. Welling's top 5 holdings (by % of portfolio) are (YETI) YETI HOLDINGS INC (19.06%), (EVH) EVOLENT HEALTH INC - A (18.43%), (VFC) VF CORP (17.8%), (PTLO) PORTILLO'S INC-CL A (15.77%) and (GXO) GXO LOGISTICS INC (12.22%).
In the latest report(s) the following changes have been made to the top investments: (YETI) YETI HOLDINGS INC (added shares +40.1%), (EVH) EVOLENT HEALTH INC - A (added shares +13.03%), (VFC) VF CORP (reduced shares -1.22%), (PTLO) PORTILLO'S INC-CL A (reduced shares -11.82%) and (GXO) GXO LOGISTICS INC (reduced shares -1.64%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.