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.
Portfolio value
$572 Million
Consumer Cyclical: $191 Million
Healthcare: $134 Million
Technology: $98.8 Million
Consumer Defensive: $55 Million
Financial Services: $48.3 Million
Industrials: $44.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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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