Glenn Welling
Engaged Capital
| Stock 9 | % of Portfolio Weight of this holding as a percentage of the total portfolio | Value Total dollar value of the position (shares x price) | Shares Number of shares held | Reported Price Price per share as reported in the SEC filing | Recent Activity Activity in the most recent 13F filing with percentage change | Current Price within 52W Range Current stock price positioned within the 52-week high/low range | +/- Reported Price Percentage change from the filing reported price to the current price. Green = gain, Red = loss |
|---|---|---|---|---|---|---|---|
 V VFC VF Corp. | 24.47% | $95.94M | 5,306,548 | $18.08 | Reduce 9.48% | $16.87 $9.52 $21.12 | -6.69% |
 Y YETI YETI HLDGS INC | 22.90% | $89.78M | 2,032,695 | $44.17 | Reduce 6.31% | $36.36 $26.94 $50.77 | -17.68% |
 B BL BLACKLINE INC | 15.28% | $59.91M | 1,083,619 | $55.29 | Add 138.79% | $36.29 $32.52 $58.83 | -34.36% |
 G GXO GXO LOGISTICS INCORPORATED | 11.14% | $43.68M | 829,769 | $52.64 | Reduce 15.20% | $53.08 $31.53 $65.59 | +0.84% |
 C CGNX COGNEX CORP | 8.56% | $33.57M | 933,000 | $35.98 | Add 9.12% | $49.17 $23.08 $58.70 | +36.66% |
 F FRPT FRESHPET INC | 6.23% | $24.44M | 401,130 | $60.93 | Reduce 35.21% | $59.40 $48.35 $89.64 | -2.51% |
 E EVH EVOLENT HEALTH INC | 5.68% | $22.25M | 5,563,912 | $4.00 | Reduce 1.77% | $2.25 $2.17 $11.79 | -43.75% |
 B BRCC BRC INC | 3.95% | $15.47M | 13,935,560 | $1.11 | — | $0.80 $0.62 $2.37 | -27.93% |
 P PTLO PORTILLOS INC | 1.78% | $6.97M | 1,534,990 | $4.54 | Reduce 69.72% | $5.56 $4.50 $13.35 | +22.48% |
News about Glenn Welling's top holdings
Frequently Asked Questions
What stocks does Glenn Welling own in 2026?
As of Q1 2026, Glenn Welling's Engaged Capital holds 9 stocks worth $392.02M. The largest position is VFC. Data from SEC 13F filing dated 2026-02-17 00:00:00.000Z.
What did Glenn Welling buy and sell recently?
View the Activity tab above to see which positions Glenn Welling added, increased, decreased, or sold in Q1 2026. The activity data comes from comparing consecutive 13F filings.
What is Glenn Welling's top stock holding?
The largest position is VFC. Glenn Welling's Engaged Capital holds 9 total positions worth $392.02M. Visit the holdings table above to see the complete portfolio ranked by position size.
What sectors does Glenn Welling invest in?
Glenn Welling's portfolio of 9 stocks is diversified across multiple sectors. The portfolio is most concentrated in the Consumer Cyclical sector. The sector chart above shows the full allocation breakdown by portfolio value.
What is Glenn Welling's investment strategy?
Glenn Welling manages Engaged Capital using a activist investment approach. The portfolio currently holds 9 positions with total assets of $392.02M. The portfolio is most concentrated in the Consumer Cyclical sector.
What is Glenn Welling's portfolio worth in 2026?
Glenn Welling's Engaged Capital manages $392.02M in disclosed 13F holdings across 9 positions as of Q1 2026. This represents the total market value of equity positions reported to the SEC.
How often does Glenn Welling update portfolio holdings?
Glenn Welling's Engaged Capital files 13F reports with the SEC quarterly. The most recent filing is dated 2026-02-17 00:00:00.000Z, covering holdings as of Q1 2026. New data appears within 24 hours of each filing.
How do I track Glenn Welling's portfolio changes over time?
Use the Activity tab to compare Glenn Welling's holdings across quarters. You can see new positions, additions, reductions, and exits for each quarter going back multiple years. The data comes from Engaged Capital's SEC 13F filings.