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 2026-05-07 from SEC 13F data.
Live quotes available for 9 of 9 rows. Rows without a quote are marked unavailable.
| 1 | VFC | V F CORP | 20.75% | Add +8.2% | 5,862,368 | $84.59M | $14.43 | |
| 2 | YETI | YETI HLDGS INC | 17.66% | Add +0.3% | 2,169,551 | $71.99M | $33.18 | |
| 3 | GXO | GXO LOGISTICS INCORPORATED | 12.70% | Add +9.1% | 978,477 | $51.75M | $52.89 | |
| 4 | EVH | EVOLENT HEALTH INC | 11.75% | Reduce -3.3% | 5,663,912 | $47.92M | $8.46 | |
| 5 | CGNX | COGNEX CORP | 9.50% | New | 855,000 | $38.73M | $45.30 | |
| 6 | FRPT | FRESHPET INC | 8.37% | - | 619,130 | $34.12M | $55.11 | |
| 7 | PTLO | PORTILLOS INC | 8.02% | Add +4.9% | 5,069,301 | $32.7M | $6.45 | |
| 8 | BL | BLACKLINE INC | 5.91% | New | 453,794 | $24.1M | $53.10 | |
| 9 | BRCC | BRC INC | 5.33% | Add +3.0% | 13,935,560 | $21.74M | $1.56 |