Glenn Welling - Engaged Capital

Portfolio

$327.08 M

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


VFC	VFCV F CORP	23.06%	Reduce 3.36%	4,521,894	$16.68	$75.43 M	$13.45	-19.36%
YETI	YETIYETI HLDGS INC	18.09%	Reduce 33.07%	1,194,095	$49.56	$59.18 M	$49.92	+0.73%
GXO	GXOGXO LOGISTICS INCORPORATED	15.26%	Add 19.84%	984,769	$50.70	$49.93 M	$52.58	+3.71%
EVH	EVHEVOLENT HEALTH INC	9.22%		5,563,912	$5.42	$30.16 M	$4.32	-20.30%
—	FRESHPET INC	8.76%	Buy	484,741	$59.12	$28.66 M	—	—
CGNX	CGNXCOGNEX CORP	7.51%	Reduce 29.96%	339,000	$72.42	$24.55 M	$62.25	-14.04%
BL	BLBLACKLINE INC	7.10%	Reduce 39.48%	827,619	$28.07	$23.23 M	$32.71	+16.53%
PTLO	PTLOPORTILLOS INC	4.99%		3,442,990	$4.74	$16.32 M	$4.42	-6.75%
BRCC	BRCCBRC INC	4.73%		13,935,560	$1.11	$15.47 M	$8.75	+688.29%
—	EVOLENT HEALTH INC	1.27%	Buy	5,500,000	$0.76	$4.16 M	—	—

10 Einträge