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Glenn Welling

Engaged Capital · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

YETIYETI Holdings, Inc.

1.3% of portfolio · -33%

Decreased
GXOGXO Logistics, Inc.

1.1% of portfolio · +20%

Increased
FRPTFreshpet, Inc.

0.6% of portfolio

New position
CGNXCognex Corporation

0.5% of portfolio · -30%

Decreased
BLBlackLine, Inc.

0.5% of portfolio · -39%

Decreased

Full portfolio

EVHEvolent Health, Inc.

5,500,000 shares · $4,159,925,000

92.8%
VFCV.F. Corporation

4,521,894 shares · $75,425,192

1.7%
YETIYETI Holdings, Inc.

1,194,095 shares · $59,179,348

1.3%
GXOGXO Logistics, Inc.

984,769 shares · $49,927,788

1.1%
EVHEvolent Health, Inc.

5,563,912 shares · $30,156,403

0.7%
FRPTFreshpet, Inc.

484,741 shares · $28,657,888

0.6%
CGNXCognex Corporation

339,000 shares · $24,550,380

0.5%
BLBlackLine, Inc.

827,619 shares · $23,231,265

0.5%
PTLOPortillo's Inc.

3,442,990 shares · $16,319,773

0.4%
BRCCBRC Inc.

13,935,560 shares · $15,468,472

0.3%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →