Glenn Welling - Engaged Capital
Engaged Capital · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $322.92M
- Holdings
- 9
- Top 10
- 100.0%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
V F CORP · COM | 23.36% | $75.43M | 4.52M | −3.36% |
YETI HLDGS INC · COM | 18.33% | $59.18M | 1.19M | −33.07% |
GXO LOGISTICS INCORPORATED · COMMON STOCK | 15.46% | $49.93M | 984.77K | +19.84% |
EVOLENT HEALTH INC · CL A | 9.34% | $30.16M | 5.56M | Unchanged |
FRESHPET INC · COM | 8.87% | $28.66M | 484.74K | New |
COGNEX CORP · COM | 7.60% | $24.55M | 339.00K | −29.96% |
BLACKLINE INC · COM | 7.19% | $23.23M | 827.62K | −39.48% |
PORTILLOS INC · COM CL A | 5.05% | $16.32M | 3.44M | Unchanged |
BRC INC COM CL A Ticker unresolved | 4.79% | $15.47M | 13.94M | Unchanged |