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Focused investors/Glenn Welling

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 2026-06-06 from SEC 13F data.

Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.

1NEWRNEW RELIC INC24.89%Add +7.3%2,607,819$147.21MNo quoteNo quote
2VYXNCR CORP NEW20.79%Add +18.0%5,252,456$122.96M$23.4152w: $11.08 - $27.36; reported $23.41
3BRCCBRC INC13.79%Add +0.8%13,351,450$81.58M$6.1152w: $5.75 - $34.00; reported $6.11
4UPBDRENT A CTR INC NEW13.74%Add +40.5%3,604,216$81.28M$22.5552w: $16.82 - $50.16; reported $22.55
5EVHEVOLENT HEALTH INC13.23%Add +24.3%2,786,042$78.23M$28.0852w: $21.36 - $39.78; reported $28.08
6BRBRBELLRING BRANDS INC6.77%New1,561,083$40.03M$25.6452w: $20.20 - $28.95; reported $25.64
7QUOTQUOTIENT TECHNOLOGY INC4.70%Add +32.8%8,107,150$27.81MNo quoteNo quote
8STKLSUNOPTA INC1.53%Reduce -46.3%1,070,678$9.04M$8.4452w: $4.22 - $11.67; reported $8.44
9IWMISHARES TR0.55%Reduce -53.9%18,800$3.28M$174.3652w: $162.50 - $227.13; reported $174.36
10FRPTFRESHPET INC-Sold0$0No quoteNo quote