Glenn Welling - Engaged Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $303,413,763
Holdings Activity Buys Sells    History
Holding/activity history for  BRC Inc. (BRCC)
← All BRCC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 13,935,560 3.57 $0.78 $10,816,782 SEC
2025   Q4 13,935,560 3.95 $1.11 $15,468,472 SEC
2025   Q3 13,935,560 5.33 Add 2.96% 0.15 $1.27–2.10 · VW $1.63i $21,739,474 SEC
2025   Q2 13,535,560 4.96 $1.31 $17,731,584 SEC
2025   Q1 13,535,560 7.21 $2.09 $28,289,320 SEC
2024   Q4 13,535,560 8.82 $3.17 $42,907,725 SEC
2024   Q3 13,535,560 7.51 Add 5.33% 0.38 $3.15–6.30 · VW $4.26i $46,291,615 SEC
2024   Q2 12,851,018 13.49 $6.13 $78,776,740 SEC
2024   Q1 12,851,018 8.91 $4.28 $55,002,357 SEC
2023   Q4 12,851,018 6.83 Add 3.21% 0.21 $2.51–4.76 · VW $3.51i $46,649,195 SEC
2023   Q3 12,451,018 8.15 Reduce 6.74% 0.67 $3.45–5.17 · VW $4.45i $44,699,155 SEC
2023   Q2 13,351,450 9.97 $5.16 $68,893,482 SEC
2023   Q1 13,351,450 9.77 $5.14 $68,626,453 SEC
2022   Q4 13,351,450 13.79 Add 0.75% 0.10 $5.75–8.20 · VW $6.57i $81,577,360 SEC
2022   Q3 13,251,450 20.25 Add 19.11% 3.25 $7.26–11.07 · VW $9.15i $102,434,000 SEC
2022   Q2 11,125,000 13.94 Reduce 30.58% 10.36 $6.62–34.00 · VW $17.52i $90,780,000 SEC
2022   Q1 16,025,000 33.87 Buy 33.87 $13.55–22.80 · VW $17.98i
IPO/listing quarter
$334,442,000 SEC
Price snapshot:
Current price$1.20
Avg. buy price$17.00
+/- since buy-92.94%
52-week low$0.60
52-week high$2.10