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Engaged Capital LLC activity

Every position Glenn Welling opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 14 Aug. Sitewide activity

New 1
Add 1
Reduce 4

6 shown

Ticker Action Δ weight Detail Period
FRPT New 0% to 8.8% $29M Q1→Q2
GXO Add 14.0% to 15.3% +19.8% sh Q1→Q2
BL Reduce 16.7% to 7.1% −39.5% sh Q1→Q2
YETI Reduce 21.5% to 18.1% −33.1% sh Q1→Q2
VFC Reduce 26.2% to 23.1% −3.4% sh Q1→Q2
CGNX Reduce 7.8% to 7.5% −30.0% sh Q1→Q2