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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These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| CGNX | COGNEX CORP | Reduce -48.1% | 7.81% | 484,000 | $23.71M | $48.99 | $36.20 - $59.88(54%)$36.93 -> $48.99 |
| 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 |