Glenn Welling — Portfolio & Holdings
Glenn Welling of Engaged Capital manages $323M across 9 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Glenn Welling |
|---|---|
| Firm | Engaged Capital |
| Assets Under Management (13F) | $323M |
| Number of Positions | 9 |
| Reporting Period | Q2 2026 |
Top Holdings
Glenn Welling's largest reported holdings: VFC, YETI, GXO, EVH, FRPT, CGNX, BL, PTLO, BRCC.
All 9 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | VFC | V F | 23.36% | $75.4M | Reduced 3.36% |
| 2 | YETI | YETI Holdings, Inc. | 18.33% | $59.2M | Reduced 33.07% |
| 3 | GXO | GXO Logistics, Inc. | 15.46% | $49.9M | Added 19.84% |
| 4 | EVH | Evolent Health, Inc. | 9.34% | $30.2M | Unchanged |
| 5 | FRPT | Freshpet, Inc. | 8.87% | $28.7M | New position |
| 6 | CGNX | Cognex | 7.60% | $24.6M | Reduced 29.96% |
| 7 | BL | Blackline | 7.19% | $23.2M | Reduced 39.48% |
| 8 | PTLO | Portillo's Inc. | 5.05% | $16.3M | Unchanged |
| 9 | BRCC | BRC Inc. | 4.79% | $15.5M | Unchanged |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 09:23 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 09:23 UTC. This page is informational and not investment advice.
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