Glenn Welling Portfolio Holdings
Engaged Capital LLC
- $533 Million
- Q2 2024
Engaged Capital LLC, under direction of Glenn Welling has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $533 Million distributed in 12 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ncr Corp with a value of $99M, Brc Inc. with a value of $78.8M, Evolent Health, Inc. with a value of $78.6M, V F Corp with a value of $72.1M, and Envestnet, Inc. with a value of $43.3M.
Examining the 13F form we can see an decrease of $38.7M in the current position value, from $572M to 533M.
Engaged Capital LLC is based out at Newport Beach, CA
Below you can find more details about Glenn Welling portfolio as well as his latest detailed transactions.
Portfolio value
$533 Million
Technology: $172 Million
Consumer Cyclical: $123 Million
Healthcare: $94.5 Million
Consumer Defensive: $78.8 Million
Financial Services: $33.5 Million
Industrials: $31.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Glenn Welling
Glenn Welling is the founder and chief investment officer of Engaged Capital, a successful investment firm that focuses on activism investing. Welling is known for his expertise in activism investing and his ability to drive change at the companies in which he invests. He has been involved in a number of successful investments over the course of his career.
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