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.
Get email alerts when Glenn Welling files a new 13F — sign in or create a free account.
Updated 2026-05-10 from SEC 13F data.
Live quotes available for 8 of 12 rows. Rows without a quote are marked unavailable.
| 1 | BRCC | BRC INC | 13.49% | - | 12,851,018 | $78.78M | $6.13 | |
| 2 | EVH | EVOLENT HEALTH INC | 13.46% | Add +26.1% | 4,111,458 | $78.61M | $19.12 | |
| 3 | VYX | NCR VOYIX CORPORATION | 13.29% | Add +7.7% | 6,286,029 | $77.63M | $12.35 | |
| 4 | VFC | V F CORP | 12.35% | - | 5,341,368 | $72.11M | $13.50 | |
| 5 | NATL | NCR ATLEOS CORPORATION | 11.61% | - | 2,509,256 | $67.8M | $27.02 | |
| 6 | ENV | ENVESTNET INC | 7.42% | Add +479.8% | 692,483 | $43.34M | No quote | No quote |
| 7 | UPBD | UPBOUND GROUP INC | 6.14% | Reduce -29.9% | 1,167,051 | $35.83M | $30.70 | |
| 8 | PRAA | PRA GROUP INC | 5.74% | Reduce -8.1% | 1,703,512 | $33.49M | No quote | No quote |
| 9 | SMAR | SMARTSHEET INC | 5.07% | New | 671,496 | $29.6M | No quote | No quote |
| 10 | PTLO | PORTILLOS INC | 4.60% | Add +38.7% | 2,760,443 | $26.83M | $9.72 | |
| 11 | SHAK | SHAKE SHACK INC | 4.11% | Reduce -65.5% | 266,883 | $24.02M | $90.00 | |
| 12 | NVRO | NEVRO CORP | 2.72% | - | 1,885,956 | $15.88M | No quote | No quote |