Manager activity

Engaged Capital LLC

Glenn Welling

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

New 1

Add 1

Reduce 4

6 shown

ticker	action	Δ port	detail	period
FRPT	New	+8.76 pp	opened 8.8%	Q1→Q2
GXO	Add	+1.22 pp	+19.8% sh	Q1→Q2
BL	Reduce	−9.57 pp	−39.5% sh	Q1→Q2
YETI	Reduce	−3.42 pp	−33.1% sh	Q1→Q2
VFC	Reduce	−3.14 pp	−3.4% sh	Q1→Q2
CGNX	Reduce	−0.31 pp	−30.0% sh	Q1→Q2