Engaged Capital's 10-Stock Book: What Glenn Welling Is Betting On

As seen on the 24/7 Wall St. homepage on August 14, 2026.

Portfolio concentration Glenn Welling Engaged Capital LLC
74.4% in the top 5 names · 10 long positions disclosed
  • VFCV F CORP
    23.1%
  • YETIYETI HLDGS INC
    18.1%
  • GXOGXO LOGISTICS INCORPORATED
    15.3%
  • EVOLENT HEALTH INC
    9.2%
  • FRPTFRESHPET INC
    8.8%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

74.4% of Engaged Capital's book sits in just five names, and Glenn Welling's activist shop only holds 10 positions at all, so every new stake matters. As of June 30 that list includes fresh positions in Freshpet and Evolent Health, disclosed August 14 and already 45 days stale.

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Engaged Capital's activist book holds just 10 positions, so every move is a high-conviction bet worth tracking.

V F Corp is the single largest position at 23.1% of the portfolio, with YETI Holdings and GXO Logistics next in line.

Evolent Health and Freshpet round out the top five, and the August 14 filing describes both as fresh positions established during the quarter.

The 13F filing with the SEC reflects holdings as of June 30, so keep an eye on how the book has shifted since the quarter closed.

Sources

Mentioned: VFC, YETI, GXO, FRPT