Glenn Welling Portfolio Holdings
Engaged Capital LLC
- $546 Million
- Q3 2024
Engaged Capital LLC, under direction of Glenn Welling has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $546 Million distributed in 9 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ncr Corp with a value of $113M, Evolent Health, Inc. with a value of $113M, V F Corp with a value of $107M, Portillo'S Inc. with a value of $82.5M, and Brc Inc. with a value of $46.3M.
Examining the 13F form we can see an increase of $13.7M in the current position value, from $533M to 546M.
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
$546 Million
Consumer Cyclical: $189 Million
Technology: $147 Million
Healthcare: $126 Million
Consumer Defensive: $46.3 Million
Financial Services: $38.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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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