What Glenn Welling Bought in Q2 2026
Engaged Capital · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$327.1M
Total Value
10
Holdings
2
New Buys
3
Reduced
In Q2 2026, Glenn Welling reported 10 long equity positions worth $327.1M in their Engaged Capital 13F filing, including 2 new positions (largest: FRESHPET INC at $28.7M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | VFC | V F CORP | 4521894 | $75.4M | 23.06% | -3.4% |
| 2 | YETI | YETI HLDGS INC | 1194095 | $59.2M | 18.09% | -33.1% |
| 3 | GXO | GXO LOGISTICS INCORPORATED | 984769 | $49.9M | 15.26% | +19.8% |
| 4 | EVH | EVOLENT HEALTH INC | 5563912 | $30.2M | 9.22% | — |
| 5 | FRPT | FRESHPET INC | 484741 | $28.7M | 8.76% | NEW |
| 6 | CGNX | COGNEX CORP | 339000 | $24.6M | 7.51% | -30.0% |
| 7 | BL | BLACKLINE INC | 827619 | $23.2M | 7.10% | +-39.5% |
| 8 | PTLO | PORTILLOS INC | 3442990 | $16.3M | 4.99% | — |
| 9 | BRCC | BRC INC | 13935560 | $15.5M | 4.73% | — |
| 10 | EVH | EVOLENT HEALTH INC | 5500000 | $4.2M | 1.27% | NEW |