Glenn W. Welling - Engaged Capital Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 9 | |
| Portfolio Value | $392.24M |
Portfolio Overview
Comprehensive analysis of Glenn W. Welling's investment portfolio
9
Total Holdings
$392.2M
Portfolio Value
Mar 31, 2025
Latest Filing
21.7%
Largest Position
Top Holdings
1
VFC
V F CORP
$85.1M
21.7%
↑+0.0%
2
PTLO
PORTILLOS INC
$65.2M
16.6%
↓-0.1%
3
GTLS
CHART INDS INC
$53.3M
13.6%
↑+0.6%
4
YETI
YETI HLDGS INC
$51.1M
13.0%
↑+1.0%
5
EVH
EVOLENT HEALTH INC
$49.0M
12.5%
↓-0.0%
Recent Activity
GTLS
Chart Industries, Inc.
-368,996
Jun 30, 2025
VYX
NCR Voyix Corporation
-431,679
Jun 30, 2025
NATL
NCR Atleos Corporation
-774,261
Jun 30, 2025