As of Q1 2026, this manager reported 8 long-equity positions worth $303.41M in aggregate.
As of Q1 2026, Glenn Welling's Engaged Capital held 8 long-equity positions with a reported value of $303.41M.
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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| PTLO | PORTILLOS INC | Add +124.3% | 6.00% | 3,442,990 | $18.21M | $5.29 | $4.41 - $6.12(51%)$4.59 -> $5.29 |
| CGNX | COGNEX CORP | Reduce -48.1% | 7.81% | 484,000 | $23.71M | $48.99 | $36.20 - $59.88(54%)$36.93 -> $48.99 |
| BL | BLACKLINE INC | Add +26.2% | 16.68% | 1,367,619 | $50.6M | $37.00 | $31.75 - $58.25(20%)$53.78 -> $37.00 |
| YETI | YETI HLDGS INC | Reduce -12.2% | 21.52% | 1,784,095 | $65.28M | $36.59 | $34.90 - $51.29(10%)$44.84 -> $36.59 |
| VFC | V F CORP | Reduce -11.8% | 26.20% | 4,678,989 | $79.5M | $16.99 | $15.68 - $21.92(21%)$18.16 -> $16.99 |
| FRPT | FRESHPET INC | Sold | — | 0 | $0 | — | - |
| GXO | GXO LOGISTICS INCORPORATED | Reduce -1.0% | 14.04% | 821,769 | $42.61M | $51.85 | $48.55 - $66.85(18%)$54.30 -> $51.85 |