Glenn Welling - Engaged Capital
As of Q1 2026, Glenn Welling reported 8 long-equity positions worth $303.41M in aggregate.
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Updated 2026-05-07 from SEC 13F data.
Live quotes available for 8 of 10 rows. Rows without a quote are marked unavailable.
| 1 | VFC | V F CORP | 21.70% | Add +2.7% | 5,484,368 | $85.12M | $15.52 | |
| 2 | PTLO | PORTILLOS INC | 16.61% | Reduce -10.4% | 5,479,771 | $65.15M | $11.89 | |
| 3 | GTLS | CHART INDS INC | 13.58% | Add +64.2% | 368,996 | $53.27M | No quote | No quote |
| 4 | YETI | YETI HLDGS INC | 13.03% | New | 1,543,518 | $51.09M | $33.10 | |
| 5 | EVH | EVOLENT HEALTH INC | 12.50% | Reduce -4.2% | 5,179,468 | $49.05M | $9.47 | |
| 6 | GXO | GXO LOGISTICS INCORPORATED | 9.09% | New | 912,000 | $35.64M | $39.08 | |
| 7 | BRCC | BRC INC | 7.21% | - | 13,535,560 | $28.29M | $2.09 | |
| 8 | NATL | NCR ATLEOS CORPORATION | 5.21% | Reduce -64.9% | 774,261 | $20.43M | $26.38 | |
| 9 | VYX | NCR VOYIX CORPORATION | 1.07% | Reduce -92.5% | 431,679 | $4.21M | $9.75 | |
| 10 | PRAA | PRA GROUP INC | - | Sold | 0 | $0 | No quote | No quote |