# Glenn Welling — Engaged Capital

Source: SEC EDGAR 13F filings (CIK 0001559771).
Page URL: https://superinvestorclub.com/manager/48
Last updated: 2026-07-08T11:29:49.268Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Glenn Welling reported 8 long equity positions in their Engaged Capital 13F filing, with a total reported value of $303.4M.

### About

Activist investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | VFC | V F CORP | 4678989 | $79.5M | 26.20% | -11.8% |
| 2 | YETI | YETI HLDGS INC | 1784095 | $65.3M | 21.52% | -12.2% |
| 3 | BL | BLACKLINE INC | 1367619 | $50.6M | 16.68% | +26.2% |
| 4 | GXO | GXO LOGISTICS INCORPORATED | 821769 | $42.6M | 14.04% | -1.0% |
| 5 | CGNX | COGNEX CORP | 484000 | $23.7M | 7.81% | -48.1% |
| 6 | PTLO | PORTILLOS INC | 3442990 | $18.2M | 6.00% | +124.3% |
| 7 | EVH | EVOLENT HEALTH INC | 5563912 | $12.7M | 4.18% | — |
| 8 | BRCC | BRC INC | 13935560 | $10.8M | 3.57% | — |

## New positions this quarter (0)


## Increased positions (2)

- BL: 1367619 shares (+26.2%), $50.6M
- PTLO: 3442990 shares (+124.3%), $18.2M

## Reduced positions (4)

- VFC: 4678989 shares (-11.8%), $79.5M
- YETI: 1784095 shares (-12.2%), $65.3M
- GXO: 821769 shares (-1.0%), $42.6M
- CGNX: 484000 shares (-48.1%), $23.7M

## Sold positions (1)

- FRPT: previously held 401130 shares worth $24.4M

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Glenn Welling, Engaged Capital, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/48)".