Glenn Welling – Engaged Capital Portfolio | DataHeimdall

Glenn Welling

Engaged Capital·CIK 1559771

7

Positions

$357.6M

Portfolio Value

49

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2025

YETI

EVH

VFC

PTLO

GXO

FRPT

BRCC

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	FRPT	FRESHPET INC	11.77%	619,130	$42,076,075	NEW
2	YETI	YETI HLDGS INC	19.06%	2,162,518	$68,162,567