---
title: Glenn Welling (Engaged Capital LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/glenn-welling
cik: 0001559771
quarter: 2026-06-30
filed: 2026-08-14
---
# Glenn Welling — Engaged Capital LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 10 positions worth $327.1M. Against the quarter ended Mar 31, 2026: 2 bought, 1 added to, 3 unchanged, 4 reduced, 0 sold. The top five are 74% of the portfolio, the top ten 100%; 0 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| VFC | V F CORP | 4,521,894 | $75.4M | 23.1% | reduced (-3%) |
| YETI | YETI HLDGS INC | 1,194,095 | $59.2M | 18.1% | reduced (-33%) |
| GXO | GXO LOGISTICS INCORPORATED | 984,769 | $49.9M | 15.3% | added (+20%) |
| EVH | EVOLENT HEALTH INC | 5,563,912 | $30.2M | 9.2% | held (0%) |
| FRPT | FRESHPET INC | 484,741 | $28.7M | 8.8% | bought |
| CGNX | COGNEX CORP | 339,000 | $24.6M | 7.5% | reduced (-30%) |
| BL | BLACKLINE INC | 827,619 | $23.2M | 7.1% | reduced (-39%) |
| PTLO | PORTILLOS INC | 3,442,990 | $16.3M | 5.0% | held (0%) |
| BRCC | BRC INC | 13,935,560 | $15.5M | 4.7% | held (0%) |
| EVH 3.5 12/01/29 | EVOLENT HEALTH INC | 5,500,000 | $4.2M | 1.3% | bought |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| YETI | YETI HLDGS INC | 1,194,095 | 1,784,095 | reduced (-33%) | −$29.2M | $59.2M |
| FRPT | FRESHPET INC | 484,741 | 0 | bought | +$28.7M | $28.7M |
| BL | BLACKLINE INC | 827,619 | 1,367,619 | reduced (-39%) | −$15.2M | $23.2M |
| CGNX | COGNEX CORP | 339,000 | 484,000 | reduced (-30%) | −$10.5M | $24.6M |
| GXO | GXO LOGISTICS INCORPORATED | 984,769 | 821,769 | added (+20%) | +$8.3M | $49.9M |
| EVH 3.5 12/01/29 | EVOLENT HEALTH INC | 5,500,000 | 0 | bought | +$4.2M | $4.2M |
| VFC | V F CORP | 4,521,894 | 4,678,989 | reduced (-3%) | −$2.6M | $75.4M |

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Source: https://sweetvaluelab.com/investors/glenn-welling (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.