Engaged Capital (Glenn Welling)
Famous investorsFiles as Engaged Capital LLC (SEC CIK 1559771). Portfolio from its latest quarterly 13F-HR filing.
- $307.45M
- Tracked value
- 8
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | VFCV F CORP | 24.5% | ▼ 3.4% | 4,521,894 | $75.43M |
| 2 | YETIYETI Holdings, Inc. | 19.2% | ▼ 33.1% | 1,194,095 | $59.18M |
| 3 | GXOGXO Logistics, Inc. | 16.2% | ▲ 19.8% | 984,769 | $49.93M |
| 4 | EVHEvolent Health, Inc. | 9.8% | unch. | 5,563,912 | $30.16M |
| 5 | FRPTFreshpet, Inc. | 9.3% | NEW | 484,741 | $28.66M |
| 6 | CGNXCOGNEX CORP | 8.0% | ▼ 30.0% | 339,000 | $24.55M |
| 7 | BLBLACKLINE, INC. | 7.6% | ▼ 39.5% | 827,619 | $23.23M |
| 8 | PTLOPortillo's Inc. | 5.3% | unch. | 3,442,990 | $16.32M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.