Follow-The-Filings

Featured 13F manager

Engaged Capital LLC Glenn Welling

Newport Beach, CA 21 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $327M
  • 9 Positions
  • 2026 Q2
  • +7.9% QoQ
  • Top 5 74.4%

Portfolio

2026 Q2 · filed 8/14/2026 · 9 long · top 9 shown

top 5 74.4% · top 10 98.7%

AUM over time

2026 Q2 $327M +7.9% QoQ
2021 Q3 · $1.4B 2021 Q3 · $1.4B
Q3 2021
2021 Q4 · $812M · −41.7% QoQ 2021 Q4 · $812M · −41.7% QoQ
Q4
2022 Q1 · $988M · +21.7% QoQ 2022 Q1 · $988M · +21.7% QoQ
Q1 2022
2022 Q2 · $651M · −34.1% QoQ 2022 Q2 · $651M · −34.1% QoQ
Q2
2022 Q3 · $506M · −22.3% QoQ 2022 Q3 · $506M · −22.3% QoQ
Q3
2022 Q4 · $591M · +16.8% QoQ 2022 Q4 · $591M · +16.8% QoQ
Q4
2023 Q1 · $703M · +19.0% QoQ 2023 Q1 · $703M · +19.0% QoQ
Q1 2023
2023 Q2 · $691M · −1.7% QoQ 2023 Q2 · $691M · −1.7% QoQ
Q2
2023 Q3 · $549M · −20.5% QoQ 2023 Q3 · $549M · −20.5% QoQ
Q3
2023 Q4 · $683M · +24.4% QoQ 2023 Q4 · $683M · +24.4% QoQ
Q4
2024 Q1 · $617M · −9.7% QoQ 2024 Q1 · $617M · −9.7% QoQ
Q1 2024
2024 Q2 · $584M · −5.3% QoQ 2024 Q2 · $584M · −5.3% QoQ
Q2
2024 Q3 · $617M · +5.7% QoQ 2024 Q3 · $617M · +5.7% QoQ
Q3
2024 Q4 · $486M · −21.2% QoQ 2024 Q4 · $486M · −21.2% QoQ
Q4
2025 Q1 · $392M · −19.3% QoQ 2025 Q1 · $392M · −19.3% QoQ
Q1 2025
2025 Q2 · $358M · −8.7% QoQ 2025 Q2 · $358M · −8.7% QoQ
Q2
2025 Q3 · $408M · +14.0% QoQ 2025 Q3 · $408M · +14.0% QoQ
Q3
2025 Q4 · $392M · −3.9% QoQ 2025 Q4 · $392M · −3.9% QoQ
Q4
2026 Q1 · $303M · −22.7% QoQ 2026 Q1 · $303M · −22.7% QoQ
Q1 2026
2026 Q2 · $327M · +7.9% QoQ 2026 Q2 · $327M · +7.9% QoQ
Q2

Book

2021 Q4 2021 Q3 · filed 14 Feb · long equity

EVH - Evolent Health · CL A 26.68% Reduce −0.8% 7,829,692 $27.67 $217M −63,502 −$28M
New Relic 21.61% Reduce −0.3% 1,595,546 $109.96 $175M −4,200 +$61M
UPBD - Rent A Ctr 13.94% Hold 2,355,730 $48.04 $113M
VYX - NCR 11.89% Add +42.0% 2,402,056 $40.20 $97M +710,626 +$31M
Hain Celestial Group 9.80% Reduce −88.3% 1,867,094 $42.61 $80M −14,129,504 −$605M
STKL - Sunopta 8.41% Hold 9,829,298 $6.95 $68M
Quotient Technology 5.58% Add +929.3% 6,107,150 $7.42 $45M +5,513,836 +$42M
Silverbox Engaged Merger · CL A 1.79% New 1,433,988 $10.15 $15M +1,433,988 +$15M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2021 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
GIL - Gildan Activewear 4.03% Exit 0 $36.51 $56M −1,537,036 −$56M
IWM - Ishares Tr 0.21% Exit 0 $218.73 $3M −13,400 −$3M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2021 Q3. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 10 $327M +7.9% 13F-HR 8/14/2026 000092189526002154
2026 Q1 8 $303M −22.7% 13F-HR 5/15/2026 000092189526001375
2025 Q4 9 $392M −3.9% 13F-HR 2/17/2026 000092189526000438
2025 Q3 9 $408M +14.0% 13F-HR 11/14/2025 000092189525003080
2025 Q2 7 $358M −8.7% 13F-HR 8/14/2025 000092189525002274
2025 Q1 9 $392M −19.3% 13F-HR 5/15/2025 000092189525001519
2024 Q4 8 $486M −21.2% 13F-HR 2/14/2025 000092189525000457
2024 Q3 9 $617M +5.7% 13F-HR 11/14/2024 000092189524002693
2024 Q2 12 $584M −5.3% 13F-HR 8/14/2024 000092189524001811
2024 Q1 11 $617M −9.7% 13F-HR 5/15/2024 000092189524001205
2023 Q4 9 $683M +24.4% 13F-HR 2/14/2024 000092189524000467
2023 Q3 7 $549M −20.5% 13F-HR 11/14/2023 000092189523002613
2023 Q2 8 $691M −1.7% 13F-HR 8/14/2023 000092189523001936
2023 Q1 10 $703M +19.0% 13F-HR 5/15/2023 000092189523001215
2022 Q4 9 $591M +16.8% 13F-HR 2/14/2023 000092189523000547
2022 Q3 9 $506M −22.3% 13F-HR 11/14/2022 000092189522003018
2022 Q2 7 $651M −34.1% 13F-HR 8/15/2022 000092189522002461
2022 Q1 1 $40M new holds 5/18/2022 000092189522001720
2022 Q1 8 $988M +21.7% 13F-HR 5/16/2022 000092189522001668
2021 Q4 9 $812M −41.7% 13F-HR 2/14/2022 000092189522000542
2021 Q3 9 $1.4B 13F-HR 11/15/2021 000092189521002657

About

Engaged Capital LLC

21 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
Glenn Welling
SEC filing name
Engaged Capital LLC
Location
Newport Beach, CA
All SEC filings
View on sec.gov