Glenn Welling

Net selling

Engaged Capital LLC — managed by Glenn Welling; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-14) · Source: SEC EDGAR

Portfolio value$327.1M (+8%)

Holdings10 (+2)

Top holdingV F Corp

Below band0

New

Added

Exited

By what price implies: 4 demand a demanding growth rate, 0 modest.

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
V F CorpVFC	$75.4M	—	3	4,521,894	23.1%	Core 8q
Yeti Hldgs IncYETI	$59.2M	—	4	1,194,095	18.1%	Core 6q
Gxo Logistics IncorporatedGXO	$49.9M	—	2	984,769	15.3%	Big new
Evolent Health IncEVH	$30.2M	—	1	5,563,912	9.2%	Core 8q
Freshpet IncFRPT	$28.7M	—	2	484,741	8.8%	Big new
Cognex CorpCGNX	$24.6M	—	4	339,000	7.5%	—
Blackline IncBL	$23.2M	—	1	827,619	7.1%	—
Portillos IncPTLO	$16.3M	—	1	3,442,990	5.0%	—
Brc IncBRCC	$15.5M	—	1	13,935,560	4.7%	No trim 8q
Evolent Health Inc	$4.2M	—	—	5,500,000	1.3%	—

V F CorpVFCCore 8q
Value$75.4MValuation—Holders3Weight23.1%
Yeti Hldgs IncYETICore 6q
Value$59.2MValuation—Holders4Weight18.1%
Gxo Logistics IncorporatedGXOBig new
Value$49.9MValuation—Holders2Weight15.3%
Evolent Health IncEVHCore 8q
Value$30.2MValuation—Holders1Weight9.2%
Freshpet IncFRPTBig new
Value$28.7MValuation—Holders2Weight8.8%
Cognex CorpCGNX—
Value$24.6MValuation—Holders4Weight7.5%
Blackline IncBL—
Value$23.2MValuation—Holders1Weight7.1%
Portillos IncPTLO—
Value$16.3MValuation—Holders1Weight5.0%
Brc IncBRCCNo trim 8q
Value$15.5MValuation—Holders1Weight4.7%
Evolent Health Inc—
Value$4.2MValuation—Holders—Weight1.3%

What is a superinvestor

About this investor

Portfolio overview

Engaged Capital LLC's most recent 13F filing, for the quarter ended 2026-06-30, reports 10 positions worth $327.1M. The top 5 holdings represent 74% of that value, a concentrated portfolio.

The single largest position is V F Corp at 23.1% of the portfolio, followed by Yeti Hldgs Inc at 18.1% and Gxo Logistics Incorporated at 15.3%.

Against the prior quarter, Glenn Welling opened 2 new positions, exited 0, added to 1, and trimmed 4. The largest new buy was Freshpet Inc.

Across all 8 quarters on file, V F Corp has appeared in every filing, as has Evolent Health 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.

Glenn Welling has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

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