Rating #150
Glenn Welling
Engaged Capital
Portfolio value
Stocks
Performance
1 Year
-36.09%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Glenn Welling’s Portfolio: Q3 2025
Top9 stocks: 99.99% of the portfolio
Glenn Welling’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
2.95ppt
0.48ppt
-7.75ppt
0.37ppt
-1.40ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  VFC | +8.21% | $13.44 | $5.98M | 2.95ppt | |
2  GXO | +9.08% | $51.42 | $4.19M | 0.48ppt | |
3  PTLO | +4.91% | $8.44 | $2.00M | -7.75ppt | |
4  BRCC | +2.96% | $1.60 | $640.00K | 0.37ppt | |
5  YETI | +0.33% | $34.95 | $245.80K | -1.40ppt |
Glenn Welling’s Holdings: Q3 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1 VFC | Male Clothing | $17.40 | +8.21% | 5.86M | $84.59M | 20.75% 2.95ppt | 1.50% | 9 Quarters | Q3 2025 | |
2 YETI | Other Sporting Goods | $32.65 | +0.33% | 2.17M | $71.99M | 17.66% -1.40ppt | 2.62% | 3 Quarters | Q3 2025 | |
3 GXO | Transportation Services | $40.23 | +9.08% | 978.48K | $51.75M | 12.70% 0.48ppt | 0.84% | 3 Quarters | Q3 2025 | |
4  EVH | Management Services | $17.63 | -3.25% | 5.66M | $47.92M | 11.75% -6.68ppt | 4.89% | 21 Quarters | Q3 2025 | |
5  CGNX | Industrial Instruments | $45.30 | +100.00% | 855.00K | $38.73M | 9.50% 9.50ppt | 0.51% | 1 Quarter | Q3 2025 | |
6  FRPT | Grain Products | $67.96 | 0.00% | 619.13K | $34.12M | 8.37% -3.40ppt | 1.27% | 2 Quarters | Q2 2025 | |
7 PTLO | Eating places | $12.78 | +4.91% | 5.07M | $32.70M | 8.02% -7.75ppt | 7.50% | 7 Quarters | Q3 2025 | |
8  BL | Prepackaged Software | $53.10 | +100.00% | 453.79K | $24.10M | 5.91% 5.91ppt | 0.73% | 1 Quarter | Q3 2025 | |
9 BRCC | Beverages | $17.00 | +2.96% | 13.94M | $21.74M | 5.33% 0.37ppt | 17.61% | 15 Quarters | Q3 2025 |
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Market data is sourced from S&P Global Market Intelligence. All insights and analysis are developed by Gainify. Copyright © 2026, S&P Global Market Intelligence. All rights reserved.
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