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Glenn Welling Portfolio: Engaged Capital 13F Holdings
Review Engaged Capital's latest 13F holdings, top disclosed positions, portfolio value, and recent changes associated with Glenn Welling.
Glenn Welling portfolio Top Holdings
Glenn Welling portfolio and Engaged Capital 13F holdings indexed by Finoriq. Latest filing 2026-05-15.
| Rank | Holding | Value | Latest Filing |
|---|---|---|---|
| 1 | VFCV F CORP | $79.5M | 2026-05-15 |
| 2 | YETIYETI Holdings, Inc. | $65.3M | 2026-05-15 |
| 3 | BLBLACKLINE, INC. | $50.6M | 2026-05-15 |
| 4 | GXOGXO Logistics, Inc. | $42.6M | 2026-05-15 |
| 5 | CGNXCOGNEX CORP | $23.7M | 2026-05-15 |
| 6 | PTLOPortillo's Inc. | $18.2M | 2026-05-15 |
| 7 | EVHEvolent Health, Inc. | $12.7M | 2026-05-15 |
| 8 | BRCCBRC Inc. | $10.8M | 2026-05-15 |
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