Engaged Capital (Glenn Welling) 13F: Q2 2026 Holdings and Changes | Manifest

Engaged Capital

13F Holdings · CIK 1559771 · filed 2026-08-14

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New Positions

2

20% of current holdings

Exited

0

0% of prior holdings

Increased

1

13% of prior holdings

Decreased

4

50% of prior holdings

Total holdings: 8 → 10

Show unchanged positions

/

7 positions

					Shares				Value ($)

New	Long	EVOLENT HEALTH INC	30050BAH4	NOTE 3.500%12/0	—	5,500,000	+5,500,000	—	—	$4.2M	+$4.2M	—
New	Long	FRESHPET INC	358039105	COM	—	484,741	+484,741	—	—	$28.7M	+$28.7M	—
Increased	Long	GXO LOGISTICS INCORPORATED	36262G101	COMMON STOCK	821,769	984,769	+163,000	+19.8%	$42.6M	$49.9M	+$7.3M	+17.2%
Decreased	Long	BLACKLINE INC	09239B109	COM	1,367,619	827,619	−540,000	−39.5%	$50.6M	$23.2M	−$27.4M	−54.1%
Decreased	Long	COGNEX CORP	192422103	COM	484,000	339,000	−145,000	−30.0%	$23.7M	$24.6M	+$839.2K	+3.5%
Decreased	Long	V F CORP	918204108	COM	4,678,989	4,521,894	−157,095	−3.4%	$79.5M	$75.4M	−$4.1M	−5.1%
Decreased	Long	YETI HLDGS INC	98585X104	COM	1,784,095	1,194,095	−590,000	−33.1%	$65.3M	$59.2M	−$6.1M	−9.3%