Glenn Welling — Engaged Capital, LLC
Glenn WellingEngaged Capital, LLC
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| VFC | V.F. Corporation | 4,521,894 | $75.4M | 23.4% |
| YETI | YETI Holdings, Inc. | 1,194,095 | $59.2M | 18.3% |
| GXO | GXO Logistics, Inc. | 984,769 | $49.9M | 15.5% |
| EVH | Evolent Health, Inc. | 5,563,912 | $30.2M | 9.3% |
| FRPT | Freshpet, Inc. | 484,741 | $28.7M | 8.9% |
| CGNX | Cognex Corporation | 339,000 | $24.6M | 7.6% |
| BL | BlackLine, Inc. | 827,619 | $23.2M | 7.2% |
| PTLO | Portillo's Inc. | 3,442,990 | $16.3M | 5.0% |
| BRCC | BRC Inc. | 13,935,560 | $15.5M | 4.8% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.