Engaged Capital LLC — 13F-HR — 2026-06-30
U.S. SEC EDGAR · Published 14 Aug 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
GWPHOTO PENDING
PERSON / P112INVESTOR
Glenn Welling
Founder and Chief Investment Officer of Engaged Capital, established in 2012, according to his corporate director biography. This page shows institutional disclosures, not his private account.
Biography: ir.blackriflecoffee.com
READ THIS FIRST ↗
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
A CLOSER LOOK / 30 Jun 2026Largest positions
Largest positions
in this source table.
Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.
See source & scope ↗V F CORP
23.06%
YETI HLDGS INC
18.09%
GXO LOGISTICS INCORPORATED
15.26%
EVOLENT HEALTH INC
9.22%
FRESHPET INC
Top 5 of 10 selected source-table records. 8.76%
Comparison unavailable.
Split adjustments and security identity require review before comparison.
01 / THE RECORDS10 MATCHING RECORDS
The disclosed positions.
2 record sources ↗| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 918204108V F CORP | 4,521,894shares | $75,425,192Reported market value$16.68 / reported unit (derived) | 23.06%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Engaged Capital Holdings, LLC; Welling Glenn W.. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 98585X104YETI HLDGS INC | 1,194,095shares | $59,179,348Reported market value$49.56 / reported unit (derived) | 18.09%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Engaged Capital Holdings, LLC; Welling Glenn W.. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 36262G101GXO LOGISTICS INCORPORATED | 984,769shares | $49,927,788Reported market value$50.7 / reported unit (derived) | 15.26%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Engaged Capital Holdings, LLC; Welling Glenn W.. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30050B101EVOLENT HEALTH INC | 5,563,912shares | $30,156,403Reported market value$5.42 / reported unit (derived) | 9.22%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Engaged Capital Holdings, LLC; Welling Glenn W.. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 358039105FRESHPET INC | 484,741shares | $28,657,888Reported market value$59.12 / reported unit (derived) | 8.76%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Engaged Capital Holdings, LLC; Welling Glenn W.. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 192422103COGNEX CORP | 339,000shares | $24,550,380Reported market value$72.42 / reported unit (derived) | 7.51%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Engaged Capital Holdings, LLC; Welling Glenn W.. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 09239B109BLACKLINE INC | 827,619shares | $23,231,265Reported market value$28.07 / reported unit (derived) | 7.10%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Engaged Capital Holdings, LLC; Welling Glenn W.. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 73642K106PORTILLOS INC | 3,442,990shares | $16,319,773Reported market value$4.74 / reported unit (derived) | 4.99%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Engaged Capital Holdings, LLC; Welling Glenn W.. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 05601U105BRC INC | 13,935,560shares | $15,468,472Reported market value$1.11 / reported unit (derived) | 4.73%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Engaged Capital Holdings, LLC; Welling Glenn W.. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30050BAH4EVOLENT HEALTH INC | 5,500,000principal amount | $4,159,925Reported market value$0.76 / reported unit (derived) | 1.27%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Engaged Capital Holdings, LLC; Welling Glenn W.. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
02 / THE REFERENCES
Go back to the evidence.
Details ↗Open in the source library ↗
Engaged Capital LLC — 13F-HR — 2026-03-31
U.S. SEC EDGAR · Published 15 May 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
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