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Glenn Welling 13F Holdings & Portfolio Activity
Review Glenn Welling's current 13F holdings, portfolio weights, historical transactions, and position-level price context.
Glenn Welling Top Current Holdings
Glenn Welling's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-15. Reported value $303.4M.
| Rank | Holding | Value | Portfolio | Latest Filing |
|---|---|---|---|---|
| 1 | VFCV F CORPCOM | 918204108 | $79.5M | 26.2% | 2026-05-15 |
| 2 | YETIYETI HLDGS INCCOM | 98585X104 | $65.3M | 21.5% | 2026-05-15 |
| 3 | BLBLACKLINE INCCOM | 09239B109 | $50.6M | 16.7% | 2026-05-15 |
| 4 | GXOGXO LOGISTICS INCORPORATEDCOMMON STOCK | 36262G101 | $42.6M | 14.0% | 2026-05-15 |
| 5 | CGNXCOGNEX CORPCOM | 192422103 | $23.7M | 7.8% | 2026-05-15 |
| 6 | PTLOPORTILLOS INCCOM CL A | 73642K106 | $18.2M | 6.0% | 2026-05-15 |
| 7 | EVHEVOLENT HEALTH INCCL A | 30050B101 | $12.7M | 4.2% | 2026-05-15 |
| 8 | BRCCBRC INCCOM CL A | 05601U105 | $10.8M | 3.6% | 2026-05-15 |
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