What stocks does Glenn Welling own?

As of Q2 2026, Engaged Capital reported 10 positions with a combined 13F value of $327.1M. Its largest stock positions are VFC ($75.4M), YETI ($59.2M) and GXO ($49.9M).

How often does Engaged Capital update its portfolio?

Engaged Capital files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.

What does Engaged Capital's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Engaged Capital's portfolio data come from?

From the 13F filings Engaged Capital makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Engaged Capital LLC

Glenn Welling

Return history

Last 4 years · filing-date model

$100,000 to $72,743

$100,000 in SPY: $223,438.

Total return

-27.3%

Annualized (4Y CAGR)

-7.6%

vs SPY

−29.9 pts/yr

Moves a year

Avg hold

13.9 months

17 filings · quarters -21.6% to +22.7%

All time

+20% since Feb 14, 2014

Fund size $327M today

Oct 7, 2022 to Oct 6, 2026 · min. 66% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

New FRPT and trimmed VFC in Q2 2026.

$327.1M in this filing10 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

Share change vs Mar 31

1VFCV F Corp23.06%
$75.4M - 4.5M shares-3.4%
2YETIYeti Hldgs Inc18.09%
$59.2M - 1.2M shares-33.1%
3GXOGxo Logistics Incorporated15.26%
$49.9M - 985K shares+19.8%
4EVHEvolent Health Inc9.22%
$30.2M - 5.6M shares-
5FRPTFreshpet Inc8.76%
$28.7M - 485K sharesNEW
6CGNXCognex Corp7.51%
$24.6M - 339K shares-30.0%
7BLBlackline Inc7.10%
$23.2M - 828K shares-39.5%
8PTLOPortillos Inc4.99%
$16.3M - 3.4M shares-

#	Stock				At Jun 30	Now
1	VFCV F Corp	23.06%	$75.4M	-3.4%	$16.68	$17.00 +1.9%
2	YETIYeti Hldgs Inc	18.09%	$59.2M	-33.1%	$49.56	$39.01 -21.3%
3	GXOGxo Logistics Incorporated	15.26%	$49.9M	+19.8%	$50.70	$45.87 -9.5%
4	EVHEvolent Health Inc	9.22%	$30.2M	-	$5.42	$4.73 -12.7%
5	FRPTFreshpet Inc	8.76%	$28.7M	NEW	$59.12	$67.65 +14.4%
6	CGNXCognex Corp	7.51%	$24.6M	-30.0%	$72.42	$57.27 -20.9%
7	BLBlackline Inc	7.10%	$23.2M	-39.5%	$28.07	$30.51 +8.7%
8	PTLOPortillos Inc	4.99%	$16.3M	-	$4.74	$4.56 -3.8%

2 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 2 holdings

What is missing

Top 10 concentration: 100%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

FRPT AddedView disclosure

Common questions

What stocks does Glenn Welling own?: As of Q2 2026, Engaged Capital reported 10 positions with a combined 13F value of $327.1M. Its largest stock positions are VFC ($75.4M), YETI ($59.2M) and GXO ($49.9M).
How often does Engaged Capital update its portfolio?: Engaged Capital files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.
What does Engaged Capital's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Engaged Capital's portfolio data come from?: From the 13F filings Engaged Capital makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.