Glenn Welling Portfolio Holdings

Engaged Capital LLC

  • $374 Million
  • Q1 2025

Engaged Capital LLC, under direction of Glenn Welling has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $374 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: V F Corp with a value of $85.1M, Portillo'S Inc. with a value of $65.2M, Chart Industries Inc with a value of $53.3M, Yeti Holdings, Inc. with a value of $51.1M, and Evolent Health, Inc. with a value of $49M.

Examining the 13F form we can see an decrease of $47.9M in the current position value, from $422M to 374M.

Engaged Capital LLC is based out at Newport Beach, CA

Below you can find more details about Glenn Welling portfolio as well as his latest detailed transactions.

Portfolio value $374 Million
Consumer Cyclical: $201 Million
Industrials: $88.9 Million
Healthcare: $49 Million
Consumer Defensive: $28.3 Million
Technology: $6.8 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Glenn Welling

Glenn Welling

Glenn Welling is the founder and chief investment officer of Engaged Capital, a successful investment firm that focuses on activism investing. Welling is known for his expertise in activism investing and his ability to drive change at the companies in which he invests. He has been involved in a number of successful investments over the course of his career.
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Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $374 Million
  • Prior Value $422 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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