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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.

14 Apr 2026

Last Update

AUM
$392.02M
Holdings
9
ROI %
-6.01%
QoQ%
-15.59%
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(3.91%)
31 Dec 2025
YE

YETI

YETI Holdings Inc
$32.65(35.28%)
31 Dec 2025
BL

BL

Blackline Inc
$55.23(0.11%)
31 Dec 2025
GX

GXO

GXO Logistics Inc
$40.23(30.85%)
31 Dec 2025
CG

CGNX

Cognex Corporation
$44.52(-19.18%)
31 Dec 2025
FR

FRPT

Freshpet Inc
$59.4(2.58%)
31 Dec 2025
EV

EVH

Evolent Health Inc
$17.73(-77.44%)
31 Dec 2025

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