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Engaged Capital

by Glenn Welling, CIO since 2012 hedge fund

Legal name
Engaged Capital LLC
On record since?
Q4 2013
Filings read
51
Style
Activist
Website
engagedcapital.com
View more
CIK
0001559771
Read since
Aug 22, 2026

Q2 2026 · filed Aug 14, 2026 · $323M US stock · 9 positions · Very concentrated · Moderate turnover · Top: VFC 23.4% · YETI 18.3% · GXO 15.5%

Read the filing →

Streakslongest held · 51 quarters on record

  1. EVH Evolent Health, Inc Class A 9.3%24 quarters
  2. BRCC BRC Inc. 4.8%18 quarters
  3. VFC V.F. Corporation 23.4%12 quarters
  4. PTLO Portillo's Inc. Class A 5.0%10 quarters
  5. YETI YETI Holdings, Inc. 18.3%6 quarters

New in this book this quarter: FRPT.

Over time51 quarters, Q4 2013 to Q2 2026

US stock$323M Q2 2026

Positions9 Q2 2026

Picture98.7% Q2 2026

Turnover46%/yr Q2 2026

Filings51

  1. Q2 2026 filed Aug 14, 26 $323M · 9 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  2. Q1 2026 filed May 15, 26 $303M · 8 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  3. Q4 2025 filed Feb 17, 26 $392M · 9 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  4. Q3 2025 filed Nov 14, 25 $408M · 9 positions  · 2 new · 0 exited full · Very concentrated 2 new · 0 exited
  5. Q2 2025 filed Aug 14, 25 $358M · 7 positions  · 1 new · 3 exited full · Very concentrated 1 new · 3 exited
  6. Q1 2025 filed May 15, 25 $392M · 9 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  7. Q4 2024 filed Feb 14, 25 $486M · 8 positions  · 1 new · 2 exited full · Very concentrated 1 new · 2 exited
  8. Q3 2024 filed Nov 14, 24 $617M · 9 positions  · 1 new · 4 exited full · Very concentrated 1 new · 4 exited
  9. Q2 2024 filed Aug 14, 24 $584M · 12 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  10. Q1 2024 filed May 15, 24 $617M · 11 positions  · 2 new · 0 exited full · Very concentrated 2 new · 0 exited
  11. Q4 2023 filed Feb 14, 24 $683M · 9 positions  · 3 new · 1 exited full · Very concentrated 3 new · 1 exited
  12. Q3 2023 filed Nov 14, 23 $549M · 7 positions  · 2 new · 3 exited full · Very concentrated 2 new · 3 exited
  13. Q2 2023 filed Aug 14, 23 $691M · 8 positions  · 1 new · 3 exited full · Very concentrated 1 new · 3 exited
  14. Q1 2023 filed May 15, 23 $703M · 10 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  15. Q4 2022 filed Feb 14, 23 $591M · 9 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  16. Q3 2022 filed Nov 14, 22 $506M · 9 positions  · 2 new · 0 exited full · Very concentrated 2 new · 0 exited
  17. Q2 2022 filed Aug 15, 22 $651M · 7 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  18. Q1 2022 filed May 18, 22 $988M · 8 positions  · 1 new · 2 exited full · Very concentrated 1 new · 2 exited
  19. Q4 2021 filed Feb 14, 22 $812M · 9 positions  · 2 new · 2 exited full · Very concentrated 2 new · 2 exited
  20. Q3 2021 filed Nov 15, 21 $1.4B · 9 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  21. Q2 2021 filed Aug 16, 21 $1.3B · 9 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  22. Q1 2021 filed May 17, 21 $1.4B · 9 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  23. Q4 2020 filed Feb 16, 21 $1.2B · 9 positions  · 2 new · 3 exited full · Very concentrated 2 new · 3 exited
  24. Q3 2020 filed Nov 16, 20 $967M · 10 positions  · 2 new · 2 exited full · Very concentrated 2 new · 2 exited
  25. Q2 2020 filed Aug 14, 20 $928M · 10 positions  · 4 new · 2 exited full · Very concentrated 4 new · 2 exited
  26. Q1 2020 filed May 15, 20 $763M · 8 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  27. Q4 2019 filed Feb 14, 20 $963M · 8 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  28. Q3 2019 filed Nov 18, 19 $789M · 8 positions  · 1 new · 2 exited full · Very concentrated 1 new · 2 exited
  29. Q2 2019 filed Aug 14, 19 $822M · 9 positions  · 0 new · 3 exited full · Very concentrated 0 new · 3 exited
  30. Q1 2019 filed May 15, 19 $712M · 12 positions  · 1 new · 4 exited full · Very concentrated 1 new · 4 exited
  31. Q4 2018 filed Feb 14, 19 $539M · 15 positions  · 2 new · 3 exited full · Very concentrated 2 new · 3 exited
  32. Q3 2018 filed Nov 14, 18 $713M · 16 positions  · 3 new · 3 exited full · Very concentrated 3 new · 3 exited
  33. Q2 2018 filed Aug 31, 18 $795M · 16 positions  · 4 new · 3 exited full · Very concentrated 4 new · 3 exited
  34. Q1 2018 filed May 15, 18 $737M · 15 positions  · 2 new · 2 exited full · Very concentrated 2 new · 2 exited
  35. Q4 2017 filed Apr 17, 18 $788M · 15 positions  · 2 new · 8 exited full · Very concentrated 2 new · 8 exited
  36. Q3 2017 filed Nov 14, 17 $813M · 21 positions  · 8 new · 4 exited full · Very concentrated 8 new · 4 exited
  37. Q2 2017 filed Aug 14, 17 $674M · 17 positions  · 4 new · 3 exited full · Very concentrated 4 new · 3 exited
  38. Q1 2017 filed Jun 29, 17 $394M · 16 positions  · 4 new · 2 exited full · Very concentrated 4 new · 2 exited
  39. Q4 2016 filed Feb 14, 17 $307M · 14 positions  · 2 new · 2 exited full · Very concentrated 2 new · 2 exited
  40. Q3 2016 filed Nov 14, 16 $275M · 14 positions  · 5 new · 3 exited full · Very concentrated 5 new · 3 exited
  41. Q2 2016 filed Sep 15, 16 $284M · 12 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  42. Q1 2016 filed May 16, 16 $296M · 12 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  43. Q4 2015 filed Feb 16, 16 $161M · 11 positions  · 4 new · 5 exited full · Very concentrated 4 new · 5 exited
  44. Q3 2015 filed Nov 13, 15 $174M · 12 positions  · 3 new · 6 exited full · Very concentrated 3 new · 6 exited
  45. Q2 2015 filed Aug 14, 15 $174M · 15 positions  · 6 new · 7 exited full · Concentrated 6 new · 7 exited
  46. Q1 2015 filed May 15, 15 $134M · 16 positions  · 6 new · 3 exited full · Very concentrated 6 new · 3 exited
  47. Q4 2014 filed Feb 17, 15 $123M · 13 positions  · 4 new · 4 exited full · Very concentrated 4 new · 4 exited
  48. Q3 2014 filed Nov 14, 14 $135M · 13 positions  · 3 new · 2 exited full · Very concentrated 3 new · 2 exited
  49. Q2 2014 filed Aug 14, 14 $144M · 12 positions  · 2 new · 5 exited full · Very concentrated 2 new · 5 exited
  50. Q1 2014 filed Jul 14, 14 $146M · 15 positions  · 3 new · 0 exited full · Very concentrated 3 new · 0 exited
  51. Q4 2013 filed Apr 18, 14 $142M · 12 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited

People2

  • Glenn Welling · CIO · 2012–Source: DFAN14A 2026-02-02
  • Glenn Welling · founder · 2012–Founded Engaged Capital in 2012; CIO and sole control person. Source: Form ADV 161251, DFAN14A 2026