Glenn Welling Portfolio Holdings

Engaged Capital LLC

  • $408 Million
  • Q3 2025

Engaged Capital LLC, under direction of Glenn Welling has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $408 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 $84.6M, Yeti Holdings, Inc. with a value of $72M, Gxo Logistics, Inc. with a value of $51.8M, Evolent Health, Inc. with a value of $47.9M, and Cognex Corp with a value of $38.7M.

Examining the 13F form we can see an increase of $50M in the current position value, from $358M to 408M.

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 $408 Million
Consumer Cyclical: $189 Million
Technology: $62.8 Million
Consumer Defensive: $55.9 Million
Industrials: $51.8 Million
Healthcare: $47.9 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$406M
$47.9 Million 11.75% of portfolio
5,663,912
Q3 2025 Reduced 3.25%
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 $408 Million
  • Prior Value $358 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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