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Glenn Welling

Engaged Capital · SEC CIK 1559771

Small-cap activism with a friendly hand.

Q1 2026
Latest 13F
$303.41M
Filed US book
8
Positions

Largest holdings, as filed

Top 8 of 8 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.

CompanyTickerValueWeight
V F CORPVFC$79.50M26.2%
YETI HLDGS INCYETI$65.28M21.5%
BLACKLINE INCBL$50.60M16.7%
GXO LOGISTICS INCORPORATEDGXO$42.61M14.0%
COGNEX CORPCGNX$23.71M7.8%
PORTILLOS INCPTLO$18.21M6.0%
EVOLENT HEALTH INCEVH$12.69M4.2%
BRC INCBRCC$10.82M3.6%

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Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.