Glenn Welling
Net sellingEngaged Capital LLC — managed by Glenn Welling; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR
Engaged Capital LLC's most recent 13F filing, for the quarter ended 2026-03-31, reports 8 positions worth $303.4M. The top 5 holdings represent 86% of that value, a concentrated portfolio.
The single largest position is V F Corp at 26.2% of the portfolio, followed by Yeti Hldgs Inc at 21.5% and Blackline Inc at 16.7%.
Against the prior quarter, Glenn Welling opened 0 new positions, exited 1, added to 2, and trimmed 4. The most notable sale was the full exit from Freshpet Inc.
Across all 8 quarters on file, V F Corp has appeared in every filing, as has Portillos Inc. V F Corp currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
- Value$79.5MWeight (prev→now)24.5% → 26.2% ▼
- Value$65.3MWeight (prev→now)22.9% → 21.5% ▼
- Value$50.6MWeight (prev→now)15.3% → 16.7% ▲
- Value$42.6MWeight (prev→now)11.1% → 14.0% ▼
- Value$23.7MWeight (prev→now)8.6% → 7.8% ▼
- Value$18.2MWeight (prev→now)1.8% → 6.0% ▲
- Value$12.7MWeight (prev→now)5.7% → 4.2%
- Value$10.8MWeight (prev→now)3.9% → 3.6%
Sources· SEC EDGAR 13F as of 2026-05-15
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