- 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 Q1) SEC report(s): increased the number of shares of 2, bought 2 totally new, decreased the number of shares of 4 and completely sold out 1 position(s).
What stocks is Glenn W. Welling buying now?
In the recent quarter Glenn W. Welling has purchased 4 securities: (YETI) YETI HOLDINGS INC (new buy), (GXO) GXO LOGISTICS INC (new buy), (GTLS) CHART INDUSTRIES INC (added shares +64.15%) and (VFC) VF CORP (added shares +2.68%).
What does Glenn W. Welling invest in?
Glenn W. Welling's top 5 holdings (by % of portfolio) are (VFC) VF CORP (21.7%), (PTLO) PORTILLO'S INC-CL A (16.61%), (GTLS) CHART INDUSTRIES INC (13.58%), (YETI) YETI HOLDINGS INC (13.03%) and (EVH) EVOLENT HEALTH INC - A (12.5%).
In the latest report(s) the following changes have been made to the top investments: (VFC) VF CORP (added shares +2.68%), (PTLO) PORTILLO'S INC-CL A (reduced shares -10.39%), (GTLS) CHART INDUSTRIES INC (added shares +64.15%), (YETI) YETI HOLDINGS INC (new buy) and (EVH) EVOLENT HEALTH INC - A (reduced shares -4.17%).
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.