Engaged Capital · portfolio as of Q2 2026, filed Aug 14, 2026
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
1 of 5 holdings are Undervalued or On Sale by our valuation (13% of the money).
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 5 not valued.
Glenn Welling's portfolio holds 10 stocks worth $4.5B at the end of Q2 2026. The largest positions are EVH, VFC, YETI, GXO and EVH.
In Q2 2026, Glenn Welling opened 1 new position (FRPT) and added to GXO.
In Q2 2026, Glenn Welling trimmed BL, CGNX and YETI.
BL is Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
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 →