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Engaged Capital (Glenn Welling) - FilingSpy
Engaged Capital
Glenn Welling
$407.63M
13F
2025 Q3
2 of 49 quarters
Overview
Activity
Holdings
Buys
CGNX
NEW
Cognex Corp
$38.73M
+855.0K shares
BL
NEW
Blackline Inc
$24.10M
+453.8K shares
VFC
Vf Corp.
$63.65M
+ $20.94M
=
$84.59M
5.42M
+445.0K (+8.21%)
YETI
Yeti Holdings Inc
$68.16M
+ $3.82M
=
$71.99M
2.16M
+7.0K (+0.33%)
GXO
Gxo Logistics Inc
$43.68M
+ $8.07M
=
$51.75M
897.0K
+81.5K (+9.08%)
PTLO
Portillo'S Inc.
$56.39M
- $23.69M
=
$32.70M
4.83M
+237.4K (+4.91%)
BRCC
Brc Inc.
$17.73M
+ $4.01M
=
$21.74M
13.54M
+400.0K (+2.96%)
Sells
EVH
Evolent Health, Inc.
$65.92M
- $18.00M
=
$47.92M
5.66M left
-190.6K (-3.25%)
