Glenn Welling Portfolio Holdings

Engaged Capital LLC

  • $358 Million
  • Q2 2025

Engaged Capital LLC, under direction of Glenn Welling has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $358 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Yeti Holdings, Inc. with a value of $68.2M, Evolent Health, Inc. with a value of $65.9M, V F Corp with a value of $63.7M, Portillo'S Inc. with a value of $56.4M, and Gxo Logistics, Inc. with a value of $43.7M.

Examining the 13F form we can see an decrease of $16.8M in the current position value, from $374M to 358M.

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 $358 Million
Consumer Cyclical: $188 Million
Healthcare: $65.9 Million
Consumer Defensive: $59.8 Million
Industrials: $43.7 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$854M
$65.9 Million 18.43% of portfolio
5,854,468
Q2 2025 Added 13.03%
$351M
$56.4 Million 15.77% of portfolio
4,831,911
Q2 2025 Reduced 11.82%
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 7
  • Current Value $358 Million
  • Prior Value $374 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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