Glenn Welling – Engaged Capital Portfolio | DataHeimdall

Glenn Welling

Engaged Capital·CIK 1559771

9

Positions

$505.7M

Portfolio Value

49

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q3 2022

NEWR

BRCC

VYX

EVH

UPBD

STKL

FRPT

QUOT

IWM

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	EVH	EVOLENT HEALTH INC	15.93%	2,241,992	$80,555,000	▼ -13.1%
2	VYX	NCR CORP NEW	16.74%	4,452,456	$84,641,000