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Glenn Welling

Engaged Capital LLC

·

CIK

1559771

Founder and CEO of Engaged Capital, known for his activist investing approach and his focus on driving shareholder value through strategic interventions in target companies.

25 May 2026

Last Update

AUM
$303.41M
Holdings
9
ROI %
-5.37%
QoQ%
-6.27%
Avg. Holding Period
1y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500

Stocks

9

Options

0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
VF

VFC

VF Corporation
$17.4(-2.36%)
31 Mar 2026
YE

YETI

YETI Holdings Inc
$32.65(12.07%)
31 Mar 2026
BL

BL

Blackline Inc
$51.44(-28.07%)
31 Mar 2026
GX

GXO

GXO Logistics Inc
$40.23(28.88%)
31 Mar 2026
CG

CGNX

Cognex Corporation
$44.52(10.04%)
31 Mar 2026
PT

PTLO

Portillo's Inc
$8.69(-39.13%)
31 Mar 2026
EV

EVH

Evolent Health Inc
$17.73(-87.14%)
31 Mar 2026

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