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Engaged Capital (Glenn Welling) - FilingSpy
Engaged Capital
Glenn Welling
$357.62M
13F
2025 Q2
3 of 49 quarters
Overview
Activity
Holdings
Buys
FRPT
NEW
Freshpet Inc
$42.08M
+619.1K shares
YETI
Yeti Holdings Inc
$51.09M
+ $17.07M
=
$68.16M
1.54M
+619.0K (+40.10%)
EVH
Evolent Health, Inc.
$49.05M
+ $16.87M
=
$65.92M
5.18M
+675.0K (+13.03%)
Sells
GTLS
EXIT
Chart Industries Inc
$53.27M
- $53.27M
=
Closed
-369.0K shares (100%)
VYX
EXIT
Ncr Voyix Corporation
$4.21M
- $4.21M
=
Closed
-431.7K shares (100%)
NATL
EXIT
Ncr Atleos Corporation
$20.43M
- $20.43M
=
Closed
-774.3K shares (100%)
VFC
Vf Corp.
$85.12M
- $21.46M
=
$63.65M
5.42M left
-67.0K (-1.22%)
PTLO
Portillo'S Inc.
$65.15M
- $8.77M
=
$56.39M
4.83M left
-647.9K (-11.82%)
GXO
Gxo Logistics Inc
$35.64M
+ $8.04M
=
$43.68M
897.0K left
-15.0K (-1.64%)
