Engaged Capital
Glenn Welling
hedge fundactivist
Portfolio Value
$303.4M
Positions
8
Quarter
2026-03-31
New Positions
0
Exits
0
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
| $79.5M | 4.7M | 26.2% | |
| $65.3M | 1.8M | 21.5% | |
| $50.6M | 1.4M | 16.7% | |
| $42.6M | 821.8K | 14.0% | |
| $23.7M | 484.0K | 7.8% | |
| $18.2M | 3.4M | 6.0% | |
| $12.7M | 5.6M | 4.2% | |
BRC INC | $10.8M | 13.9M | 3.6% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $303.4M | 8 | View on EDGAR |
| 2025-12-31 | 2026-02-17 | $392.0M | 9 | View on EDGAR |
| 2025-09-30 | 2025-11-14 | $407.6M | 9 | View on EDGAR |
| 2025-06-30 | 2025-08-14 | $357.6M | 7 | View on EDGAR |
| 2025-03-31 | 2025-05-15 | $392.2M | 9 | View on EDGAR |
| 2024-12-31 | 2025-02-14 | $486.4M | 8 | View on EDGAR |
| 2024-09-30 | 2024-11-14 | $616.5M | 9 | View on EDGAR |
| 2024-06-30 | 2024-08-14 | $583.9M | 12 | View on EDGAR |