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 2026-05-07 from SEC 13F data.
Live quotes available for 9 of 9 rows. Rows without a quote are marked unavailable.
| 1 | VFC | V F CORP | 24.47% | Reduce -9.5% | 5,306,548 | $95.94M | $18.08 | |
| 2 | YETI | YETI HLDGS INC | 22.90% | Reduce -6.3% | 2,032,695 | $89.78M | $44.17 | |
| 3 | BL | BLACKLINE INC | 15.28% | Add +138.8% | 1,083,619 | $59.91M | $55.29 | |
| 4 | GXO | GXO LOGISTICS INCORPORATED | 11.14% | Reduce -15.2% | 829,769 | $43.68M | $52.64 | |
| 5 | CGNX | COGNEX CORP | 8.56% | Add +9.1% | 933,000 | $33.57M | $35.98 | |
| 6 | FRPT | FRESHPET INC | 6.23% | Reduce -35.2% | 401,130 | $24.44M | $60.93 | |
| 7 | EVH | EVOLENT HEALTH INC | 5.68% | Reduce -1.8% | 5,563,912 | $22.26M | $4.00 | |
| 8 | BRCC | BRC INC | 3.95% | - | 13,935,560 | $15.47M | $1.11 | |
| 9 | PTLO | PORTILLOS INC | 1.78% | Reduce -69.7% | 1,534,990 | $6.97M | $4.54 |