Glenn Welling – Engaged Capital Portfolio | DataHeimdall

Glenn Welling

Engaged Capital·CIK 1559771

7

Positions

$651.3M

Portfolio Value

49

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2022

EVH

VYX

NEWR

BRCC

STKL

UPBD

QUOT

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	BRCC	BRC INC	13.94%	11,125,000	$90,780,000	▼ -19.9%
2	NEWR	NEW RELIC INC	18.68%	2,430,370	$121,640,000