Glenn Welling's portfolio
Small and mid-cap activist; collaborates with boards to improve strategy and capital allocation.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- FreshpetFRPT$29M
Added to
- GXO LogisticsGXO$50M
Trimmed
- VFVFC$75M
- YETIYETI$59M
- CognexCGNX$25M
- BlacklineBL$23M
Sold out
None this quarter.
Holdings
9 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| VFVFC | 23.36% | $75M | 4,521,894 | Trimmed |
| YETIYETI | 18.33% | $59M | 1,194,095 | Trimmed |
| GXO LogisticsGXO | 15.46% | $50M | 984,769 | Added |
| Evolent HealthEVH | 9.34% | $30M | 5,563,912 | Held |
| FreshpetFRPT | 8.88% | $29M | 484,741 | New |
| CognexCGNX | 7.60% | $25M | 339,000 | Trimmed |
| BlacklineBL | 7.19% | $23M | 827,619 | Trimmed |
| PTLOPTLO | 5.05% | $16M | 3,442,990 | Held |
| BRCBRCC | 4.79% | $15M | 13,935,560 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Glenn Welling own?
In the Q2 2026 13F, Engaged Capital LLC reported 9 US stock positions worth $323M. The largest: VF (VFC) 23.4%, YETI (YETI) 18.3%, GXO Logistics (GXO) 15.5%, Evolent Health (EVH) 9.3%, Freshpet (FRPT) 8.9%.
What did Glenn Welling buy last quarter?
In Q2 2026: new position in Freshpet (FRPT); added to GXO Logistics (GXO).
When is Glenn Welling's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.