Glenn Welling - Engaged Capital – Largest Buy Additions (2025 Q3)
A detailed view of the stocks most significantly increased by Glenn Welling - Engaged Capital during the 2025 Q3 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| VFC | 5,862,368 | $14.43 | Increased | 8.21% | 20.73% | $84.59M | 2025 Q3 |
| YETI | 2,169,551 | $33.18 | Increased | 0.33% | 17.64% | $71.99M | 2025 Q3 |
| GXO | 978,477 | $52.89 | Increased | 9.08% | 12.68% | $51.75M | 2025 Q3 |
| CGNX | 855,000 | $45.3 | Buy | 100.00% | 9.49% | $38.73M | 2025 Q3 |
| PTLO | 5,069,301 | $6.45 | Increased | 4.91% | 8.01% | $32.7M | 2025 Q3 |
| BL | 453,794 | $53.1 | Buy | 100.00% | 5.91% | $24.1M | 2025 Q3 |
| BRCC | 13,935,560 | $1.56 | Increased | 2.96% | 5.33% | $21.74M | 2025 Q3 |
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