Glenn Welling Portfolio Holdings
Engaged Capital LLC
- $572 Million
- Q1 2024
Engaged Capital LLC, under direction of Glenn Welling has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $572 Million distributed in 11 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Evolent Health, Inc. with a value of $107M, Ncr Corp with a value of $91.9M, V F Corp with a value of $81.9M, Shake Shack Inc. with a value of $80.6M, and Brc Inc. with a value of $55M.
Examining the 13F form we can see an decrease of $26.9M in the current position value, from $598M to 572M.
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.