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 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | EVH | EVOLENT HEALTH INC | 15.78% | Add +15.1% | 3,261,458 | $107.73M | $33.03 | |
| 2 | SHAK | SHAKE SHACK INC | 14.84% | - | 1,367,231 | $101.34M | $74.12 | |
| 3 | VFC | V F CORP | 14.71% | Add +2.8% | 5,341,368 | $100.42M | $18.80 | |
| 4 | VYX | NCR VOYIX CORPORATION | 12.43% | Reduce -38.6%1.63:1 split | 5,018,513 | $84.86M | $16.91 | |
| 5 | UPBD | UPBOUND GROUP INC | 11.93% | Reduce -34.6% | 2,396,916 | $81.42M | $33.97 | |
| 6 | NATL | NCR ATLEOS CORPORATION | 8.93% | New | 2,509,256 | $60.95M | $24.29 | |
| 7 | PRAA | PRA GROUP INC | 7.72% | New | 2,010,750 | $52.68M | No quote | No quote |
| 8 | NVRO | NEVRO CORP | 6.83% | New | 2,168,163 | $46.66M | No quote | No quote |
| 9 | BRCC | BRC INC | 6.83% | Add +3.2% | 12,851,018 | $46.65M | $3.63 | |
| 10 | PRMW | PRIMO WATER CORPORATION | - | Sold | 0 | $0 | No quote | No quote |