Engaged Capital
Multi-Strategy- Manager
- Glenn Welling
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $327.1M
- Positions
- 10
- CIK
- 0001559771
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | V F CorpVFCHISTORY | 23.06% | (3.4%) | $75.4M | 4,521,894 | (157,095) | — | 13F |
| 2 | Yeti Hldgs IncYETIHISTORY | 18.09% | (33.1%) | $59.2M | 1,194,095 | (590,000) | 1.64% | 13F |
| 3 | Gxo Logistics IncorporatedGXOHISTORY | 15.26% | +19.8% | $49.9M | 984,769 | +163,000 | 0.86% | 13F |
| 4 | Evolent Health IncEVHHISTORY | 9.22% | — | $30.2M | 5,563,912 | — | 4.92% | 13F |
| 5 | Freshpet IncFRPTHISTORY | 8.76% | NEW | $28.7M | 484,741 | +484,741 | 1.01% | 13F |
| 6 | Cognex CorpCGNXHISTORY | 7.51% | (30.0%) | $24.6M | 339,000 | (145,000) | 0.20% | 13F |
| 7 | Blackline IncBLHISTORY | 7.10% | (39.5%) | $23.2M | 827,619 | (540,000) | 1.42% | 13F |
| 8 | Portillos IncPTLOHISTORY | 4.99% | — | $16.3M | 3,442,990 | — | 5.57% | 13F |
| 9 | BRC Inc05601U105HISTORY | 4.73% | — | $15.5M | 13,935,560 | — | — | 13F |
| 10 | Evolent Health IncEVHNoteHISTORY | 1.27% | NEW | $4.2M | 5,500,000 | +5,500,000 | — | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology