Glenn Welling - Engaged Capital
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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Updated 2026-05-10 from SEC 13F data.
Live quotes available for 6 of 11 rows. Rows without a quote are marked unavailable.
| 1 | SHAK | SHAKE SHACK INC | 20.98% | Add +8.6% | 1,866,063 | $145.03M | $77.72 | |
| 2 | VYX | NCR CORP NEW | 19.15% | - | 5,252,456 | $132.36M | $25.20 | |
| 3 | NEWR | NEW RELIC INC | 18.93% | - | 1,999,703 | $130.86M | No quote | No quote |
| 4 | UPBD | UPBOUND GROUP INC | 17.37% | - | 3,857,916 | $120.1M | $31.13 | |
| 5 | BRCC | BRC INC | 9.97% | - | 13,351,450 | $68.89M | $5.16 | |
| 6 | EVH | EVOLENT HEALTH INC | 7.66% | Reduce -21.1% | 1,747,252 | $52.94M | $30.30 | |
| 7 | QUOT | QUOTIENT TECHNOLOGY INC | 4.17% | Reduce -7.4% | 7,505,432 | $28.82M | No quote | No quote |
| 8 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | 1.77% | New | 855,173 | $12.26M | $14.34 | |
| 11 | STKL | SUNOPTA INC | - | Sold | 0 | $0 | No quote | No quote |
| 10 | IWM | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 9 | FRPT | FRESHPET INC | - | Sold | 0 | $0 | No quote | No quote |