Glenn Welling
Engaged Capital LLC · Small/mid-cap activist Focuses on activist campaigns at small- and mid-cap companies, taking concentrated stakes and engaging management on operational and capital-allocation changes.
Showing all 9 reported 13(f) positions; TradingPilot links only the 0 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.
Portfolio allocation (reported 13F equity)
Long US-listed equity positions only; options excluded.
- V F CORP23.4%
- YETI HLDGS INC18.3%
- GXO LOGISTICS INCORPORATED15.5%
- EVOLENT HEALTH INC9.3%
- FRESHPET INC8.9%
- COGNEX CORP7.6%
- BLACKLINE INC7.2%
- PORTILLOS INC5.1%
- BRC INC4.8%
Reported 13F equity value — not a return, not AUM
Long US-listed equity positions only; filed with a ~45-day lag.
| # | Ticker | Security (as filed) | % of 13F | Shares | Reported price | Current | Value | Activity |
|---|---|---|---|---|---|---|---|---|
| 1 | — | V F CORP | 23.4% | 4,521,894 | $16.68 | — | $75.4M | Trimmed −3% |
| 2 | — | YETI HLDGS INC | 18.3% | 1,194,095 | $49.56 | — | $59.2M | Trimmed −33% |
| 3 | — | GXO LOGISTICS INCORPORATED | 15.5% | 984,769 | $50.70 | — | $49.9M | Added +20% |
| 4 | — | EVOLENT HEALTH INC | 9.3% | 5,563,912 | $5.42 | — | $30.2M | New |
| 5 | — | FRESHPET INC | 8.9% | 484,741 | $59.12 | — | $28.7M | New |
| 6 | — | COGNEX CORP | 7.6% | 339,000 | $72.42 | — | $24.6M | Trimmed −30% |
| 7 | — | BLACKLINE INC | 7.2% | 827,619 | $28.07 | — | $23.2M | Trimmed −39% |
| 8 | — | PORTILLOS INC | 5.1% | 3,442,990 | $4.74 | — | $16.3M | Held +0% |
| 9 | — | BRC INC | 4.8% | 13,935,560 | $1.11 | — | $15.5M | Held +0% |
Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.
Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).
TradingPilot analysis of the reported 13F equity book
As of 2026Q2, Glenn Welling's reported 13F book holds 9 equity positions; the top 5 are 75% of it.
- V F CORP — 23.4% of 13F
- YETI HLDGS INC — 18.3% of 13F
- GXO LOGISTICS INCORPORATED — 15.5% of 13F
- EVOLENT HEALTH INC — 9.3% of 13F
- FRESHPET INC — 8.9% of 13F
This quarter: 2 new, 1 added, 4 trimmed, 0 sold out.
- YETI HLDGS INC — Trimmed (−590,000 sh)
- BLACKLINE INC — Trimmed (−540,000 sh)
- GXO LOGISTICS INCORPORATED — Added (+163,000 sh)
- V F CORP — Trimmed (−157,095 sh)
- COGNEX CORP — Trimmed (−145,000 sh)