Manager
Glenn Welling
SEC filing name: Engaged Capital LLC
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Reduce | YETI HLDGS INC | -248,600 | -1.39 pp |
| Exit | FRESHPET INC | -401,130 | -6.23 pp |
| Reduce | V F CORP | -627,559 | +1.73 pp |
| Add | PORTILLOS INC | +1,908,000 | +4.23 pp |
| Reduce | COGNEX CORP | -449,000 | -0.75 pp |
| Add | BLACKLINE INC | +284,000 | +1.39 pp |
| Reduce | GXO LOGISTICS INCORPORATED | -8,000 | +2.90 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000092189526001375 | Q1 2026 | 8 | 303,413,763 | 13F-HR | 5/15/2026 | Engaged Capital LLC |
| 000092189526000438 | Q4 2025 | 9 | 392,022,027 | 13F-HR | 2/17/2026 | Engaged Capital LLC |
| 000092189525003080 | Q3 2025 | 9 | 407,632,697 | 13F-HR | 11/14/2025 | Engaged Capital LLC |
| 000092189525002274 | Q2 2025 | 7 | 357,617,911 | 13F-HR | 8/14/2025 | Engaged Capital LLC |
| 000092189525001519 | Q1 2025 | 9 | 392,244,294 | 13F-HR | 5/15/2025 | Engaged Capital LLC |
| 000092189525000457 | Q4 2024 | 8 | 486,368,436 | 13F-HR | 2/14/2025 | Engaged Capital LLC |
| 000092189524002693 | Q3 2024 | 9 | 616,544,212 | 13F-HR | 11/14/2024 | Engaged Capital LLC |