Glenn W. Welling - Engaged Capital 13F Portfolio Holdings (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Engaged Capital portfolio is valued at approximately $327.08M across 9 publicly traded holdings as of quarter-end Jun 30, 2026. This profile highlights the top investments led by V F CORP (VFC), YETI HLDGS INC (YETI), GXO LOGISTICS INCORPORATED (GXO), EVOLENT HEALTH INC (EVH), and others. Explore insights into portfolio composition, sector allocation, and recent trade activity.

Engaged Capital's stock portfolio spans 9 holdings across 5 sectors, with a total market value of $327.08M. The Consumer Cyclical sector represents the largest allocation, while the top holdings account for nearly 100% of the total portfolio value. V F CORP remains the single largest position at 23.1% of all equity investments.

Complete Holdings

Showing 9 of 9 holdings.

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Company Symbol Sector Portfolio % Shares Change (Shares) Change % Value
V F CORP VFC Consumer Cyclical 23.06% 4,521,894 -157,095 -3.36% $75.43M
YETI HLDGS INC YETI Consumer Cyclical 18.09% 1,194,095 -590,000 -33.07% $59.18M
GXO LOGISTICS INCORPORATED GXO Industrials 15.26% 984,769 +163,000 +19.84% $49.93M
EVOLENT HEALTH INC EVH Healthcare 9.22% 5,563,912 - - $30.16M
FRESHPET INC FRPT Consumer Defensive 8.76% 484,741 +83,611 +20.84% $28.66M
COGNEX CORP CGNX Technology 7.51% 339,000 -145,000 -29.96% $24.55M
BLACKLINE INC BL Technology 7.10% 827,619 -540,000 -39.48% $23.23M
PORTILLOS INC PTLO Consumer Cyclical 4.99% 3,442,990 - - $16.32M
BRC INC BRCC Consumer Defensive 4.73% 13,935,560 - - $15.47M

Holdings by Sector

Sector Allocation Value
Consumer Cyclical 46.74% $150.92M
Industrials 15.46% $49.93M
Technology 14.80% $47.78M
Consumer Defensive 13.66% $44.13M
Healthcare 9.34% $30.16M

Portfolio insights

According to the SEC 13F filed on Aug 14, 2026, the Engaged Capital portfolio holds 9 securities valued at $322.92M as of quarter-end Jun 30, 2026. The Consumer Cyclical sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.