Glenn Welling - Engaged Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $303,413,763
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q1 2026
PTLO - Portillo's Inc Cl A Add 124.30% 1,908,000 3.33
BL - BlackLine Inc. Add 26.21% 284,000 3.46
Q4 2025
BL - BlackLine Inc. Add 138.79% 629,825 8.88
CGNX - Cognex Corp. Add 9.12% 78,000 0.72
Q3 2025
GXO - Gxo Logistics Inc. Add 9.08% 81,477 1.06
VFC - V.F. Corp. Add 8.21% 445,000 1.58
PTLO - Portillo's Inc Cl A Add 4.91% 237,390 0.38
BRCC - BRC Inc. Add 2.96% 400,000 0.15
YETI - YETI Holdings Inc. Add 0.33% 7,033 0.06
CGNX - Cognex Corp. Buy 855,000 9.50
BL - BlackLine Inc. Buy 453,794 5.91
Q2 2025
YETI - YETI Holdings Inc. Add 40.10% 619,000 5.46
EVH - Evolent Health Inc. Add 13.03% 675,000 2.12
FRPT - Freshpet Inc. Buy 619,130 11.77
Q1 2025
GTLS - Chart Inds Inc Add 64.15% 144,200 5.31
VFC - V.F. Corp. Add 2.68% 143,000 0.57
YETI - YETI Holdings Inc. Buy 1,543,518 13.03
GXO - Gxo Logistics Inc. Buy 912,000 9.09
Q4 2024
EVH - Evolent Health Inc. Add 35.48% 1,415,300 3.27
GTLS - Chart Inds Inc Buy 224,796 8.82
Q3 2024
PTLO - Portillo's Inc Cl A Add 121.52% 3,354,513 7.33
NVRO - Nevro Corp Add 29.53% 557,000 0.50
NATL - NCR Atleos Corp. Add 19.89% 498,967 2.31
VYX - NCR Voyix Corp. Add 14.08% 885,000 1.95
BRCC - BRC Inc. Add 5.33% 684,542 0.38
BL - BlackLine Inc. Buy 609,713 5.45
Q2 2024
ENV - Envestnet Inc Add 479.80% 573,049 6.14
PTLO - Portillo's Inc Cl A Add 38.72% 770,443 1.28
EVH - Evolent Health Inc. Add 26.06% 850,000 2.78
VYX - NCR Voyix Corp. Add 7.71% 450,000 0.95
SMAR - Smartsheet Inc Buy 671,496 5.07
Q1 2024
VYX - NCR Voyix Corp. Add 16.29% 817,516 1.67
PTLO - Portillo's Inc Cl A Buy 1,990,000 4.57
ENV - Envestnet Inc Buy 119,434 1.12
Q4 2023
EVH - Evolent Health Inc. Add 15.13% 428,648 2.07
BRCC - BRC Inc. Add 3.21% 400,000 0.21
VFC - V.F. Corp. Add 2.79% 145,084 0.40
NATL - NCR Atleos Corp. Buy 2,509,256 8.93
PRAA - Pra Group Inc Buy 2,010,750 7.72
NVRO - Nevro Corp Buy 2,168,163 6.83
Q3 2023
EVH - Evolent Health Inc. Add 62.13% 1,085,558 5.39
VFC - V.F. Corp. Buy 5,196,284 16.74
PRMW - Primo Water Corporation Buy 878,751 2.21
Q2 2023
SHAK - Shake Shack Inc. Add 8.62% 148,120 1.67
KTOS - Kratos Defense & Security Sol. Buy 855,173 1.77
Q1 2023
STKL - SunOpta Inc Add 452.49% 4,844,757 5.31
IWM - iShares Russell 2000 ETF Add 58.51% 11,000 0.28
UPBD - Upbound Group Inc. Add 7.04% 253,700 0.89
SHAK - Shake Shack Inc. Buy 1,717,943 13.57
FRPT - Freshpet Inc. Buy 306,716 2.89
Q4 2022
UPBD - Upbound Group Inc. Add 40.54% 1,039,672 3.96
QUOT - Quotient Technology Inc Add 32.75% 2,000,000 1.16
EVH - Evolent Health Inc. Add 24.27% 544,050 2.58
VYX - NCR Voyix Corp. Add 17.97% 800,000 3.17
NEWR - New Relic Inc Add 7.30% 177,449 1.69
BRCC - BRC Inc. Add 0.75% 100,000 0.10
BRBR - BellRing Brands Inc. CL A Buy 1,561,083 6.77
Q3 2022
BRCC - BRC Inc. Add 19.11% 2,126,450 3.25
UPBD - Upbound Group Inc. Add 8.86% 208,814 0.72
FRPT - Freshpet Inc. Buy 295,313 2.92
IWM - iShares Russell 2000 ETF Buy 40,800 1.33
Q2 2022
NEWR - New Relic Inc Add 143.21% 1,431,100 11.00
Q1 2022
VYX - NCR Voyix Corp. Add 85.36% 2,050,400 8.34
BRCC - BRC Inc. Buy 16,025,000 33.87
Q4 2021
QUOT - Quotient Technology Inc Add 929.33% 5,513,836 5.04
VYX - NCR Voyix Corp. Add 42.01% 710,626 3.52
SBEA - Silverbox Engaged Merger Co Buy 1,433,988 1.79
SBEAW - Silverbox Engaged Merger Co Buy 1,754,667 0.30
Q3 2021
NEWR - New Relic Inc Add 35.95% 423,054 2.18
VYX - NCR Voyix Corp. Add 24.54% 333,283 0.93
Q2 2021
IWM - iShares Russell 2000 ETF Add 178.86% 22,000 0.39
NEWR - New Relic Inc Buy 1,176,692 6.10
Q1 2021
VYX - NCR Voyix Corp. Add 10.36% 221,188 0.61
CORE - Core Mark Holding Co Inc Buy 793,586 2.22
Q4 2020
MGLN - Magellan Health Inc Add 106.73% 209,294 1.43
IWM - iShares Russell 2000 ETF Add 13.49% 5,800 0.09
VYX - NCR Voyix Corp. Add 2.39% 49,892 0.15
STKL - SunOpta Inc Add 0.05% 4,831 0.00
GIL - Gildan Activewear Inc. Buy 1,537,036 3.55
QUOT - Quotient Technology Inc Buy 4,245,287 3.30
Q3 2020
IWM - iShares Russell 2000 ETF Add 168.75% 27,000 0.42
VYX - NCR Voyix Corp. Add 153.00% 1,261,100 2.88
STKL - SunOpta Inc Add 0.95% 92,560 0.07
EVH - Evolent Health Inc. Buy 8,553,155 10.98
MX - MagnaChip Semiconductor Corp. Buy 910,877 1.29
Q2 2020
VYX - NCR Voyix Corp. Add 29.19% 186,257 0.35
STKL - SunOpta Inc Add 11.45% 1,000,000 0.51
JACK - Jack In The Box Inc Buy 353,378 2.82
MGLN - Magellan Health Inc Buy 196,100 1.54
SMPL - Simply Good Foods Co. Buy 458,630 0.92
IWM - iShares Russell 2000 ETF Buy 16,000 0.25
Q4 2019
MED - Medifast Inc Buy 1,160,376 13.21
Q2 2019
MGLN - Magellan Health Inc Add 66.73% 151,842 1.37
HAIN - Hain Celestial Group Inc Add 24.95% 4,207,565 11.21
Q1 2019
HAIN - Hain Celestial Group Inc Add 43.36% 5,099,970 16.55
STKL - SunOpta Inc Add 27.34% 1,875,000 0.91
MED - Medifast Inc Buy 11,242 0.20
Q4 2018
INWK - Innerworkings Inc Add 51.49% 877,690 0.61
UPBD - Upbound Group Inc. Add 17.65% 800,000 2.40
APOG - Apogee Enterprises Inc Add 13.30% 198,312 1.10
DFRG - Del Friscos Restaurant Group Buy 3,328,000 4.41
MGLN - Magellan Health Inc Buy 255,761 2.70
Q3 2018
VYX - NCR Voyix Corp. Add 203.28% 723,264 2.88
GRPN - Groupon Inc Add 189.81% 1,647,801 0.87
PETX - Aratana Therapeutics Inc Add 69.38% 1,665,079 1.36
BHE - Benchmark Electronics Add 65.98% 901,913 2.96
ANIK - Anika Therapeutics Inc Buy 386,926 2.29
INWK - Innerworkings Inc Buy 1,704,656 1.89
PBYI - Puma Biotechnology Inc Buy 151,689 0.98
ASTE - Astec Industries Buy 73,605 0.52
Q2 2018
BW - Babcock & Wilcox Enterprises, Inc. Add 255.48% 3,470,211 1.05
APOG - Apogee Enterprises Inc Add 49.26% 492,086 3.01
VYX - NCR Voyix Corp. Add 47.54% 114,645 0.44
BHE - Benchmark Electronics Add 25.09% 274,164 1.02
PETX - Aratana Therapeutics Inc Add 20.00% 400,000 0.22
STKL - SunOpta Inc Add 1.48% 100,000 0.11
UEIC - Universal Electronics Inc. Buy 251,676 1.06
CASY - Casey's Gen'l Stores Buy 36,672 0.49
GRPN - Groupon Inc Buy 868,119 0.47
Q1 2018
BHE - Benchmark Electronics Add 14.85% 141,248 0.57
HAIN - Hain Celestial Group Inc Add 13.59% 1,407,543 6.13
APOG - Apogee Enterprises Inc Buy 998,934 5.88
FNSR - Finisar Corp Buy 2,538,126 5.45
PETX - Aratana Therapeutics Inc Buy 2,000,000 1.20
Q4 2017
CLS - Celestica Inc Add 407.84% 1,460,926 1.98
IWM - iShares Russell 2000 ETF Add 334.48% 19,400 0.38
VYX - NCR Voyix Corp. Add 234.30% 246,333 1.09
BHE - Benchmark Electronics Add 23.60% 181,680 0.69
BW - Babcock & Wilcox Enterprises, Inc. Buy 1,970,214 1.45
Q3 2017
CCRN - Cross Country Healthcare, Inc. Add 106.79% 292,508 0.51
BSFT - Broadsoft Inc Add 58.85% 60,508 0.37
FNSR - Finisar Corp Add 48.56% 75,000 0.21
HAIN - Hain Celestial Group Inc Add 28.72% 2,310,349 11.69
RT - Ruby Tuesday Inc Add 14.41% 291,484 0.08
THC - Tenet Healthcare Corp. Buy 498,613 1.01
CLS - Celestica Inc Buy 358,214 0.55
GIMO - Gigamon Inc Buy 100,000 0.52
IMAX - Imax Corp Buy 185,814 0.52
DBDQQ - Diebold Nxdf Inc Buy 180,000 0.51
VYX - NCR Voyix Corp. Buy 105,134 0.49
DXCM - DexCom, Inc. Buy 60,000 0.36
XPER - Xperi Corp Buy 53,257 0.17
Q2 2017
TRS - TriMas Corp. Add 16.51% 44,822 0.14
JMBA - Jamba Inc Add 5.08% 136,973 0.16
AJRD - Aerojet Rocketdyne Hldgs Inc Add 4.25% 6,996 0.02
BHE - Benchmark Electronics Add 4.22% 37,337 0.18
HAIN - Hain Celestial Group Inc Buy 8,043,350 46.34
BSFT - Broadsoft Inc Buy 102,820 0.66
FNSR - Finisar Corp Buy 154,461 0.60
CCRN - Cross Country Healthcare, Inc. Buy 273,914 0.52
GTS - Triple-S Mgmt Corp Buy 197,070 0.49
Q1 2017
UPBD - Upbound Group Inc. Add 290.19% 6,681,233 18.30
HMHC - Houghton Mifflin Harcourt Co Add 22.63% 48,379 0.15
JMBA - Jamba Inc Add 21.72% 481,262 1.34
STKL - SunOpta Inc Add 3.71% 241,823 0.52
MED - Medifast Inc Add 2.21% 17,084 0.23
NATI - National Instrs Corp Buy 209,606 2.11
AJRD - Aerojet Rocketdyne Hldgs Inc Buy 164,556 1.10
SCOR - Comscore Inc Buy 130,573 0.87
Q4 2016
PRXL - Parexel Intl Corp Add 267.18% 67,182 1.44
JMBA - Jamba Inc Add 6.49% 135,000 0.45
MED - Medifast Inc Add 4.75% 35,000 0.47
TIVO - Tivo Corp Add 3.06% 75,000 0.51
STKL - SunOpta Inc Add 1.38% 88,649 0.20
UPBD - Upbound Group Inc. Buy 2,302,376 8.44
HMHC - Houghton Mifflin Harcourt Co Buy 213,766 0.76
Q3 2016
IWM - iShares Russell 2000 ETF Add 27.93% 11,053 0.50
JMBA - Jamba Inc Add 13.66% 250,000 0.99
TIVO - Tivo Corp Buy 2,450,000 17.38
STKL - SunOpta Inc Buy 6,426,435 16.52
SCOR - Comscore Inc Buy 231,758 2.59
RT - Ruby Tuesday Inc Buy 2,022,973 1.84
WEB - Web Com Group Inc Buy 126,806 0.80
PRXL - Parexel Intl Corp Buy 25,145 0.64
Q2 2016
ROVI - Rovi Corp Add 8.89% 200,000 1.10
LBYYQ - Libbey Inc Add 8.52% 23,000 0.13
Q1 2016
OUTR - Outerwall Inc Add 918.94% 2,192,573 27.37
BHE - Benchmark Electronics Add 187.78% 1,584,453 12.33
LBYYQ - Libbey Inc Add 75.70% 116,360 0.73
MX - MagnaChip Semiconductor Corp. Add 11.58% 400,000 0.73
AMAG - Amag Pharmaceuticals Inc Add 7.31% 4,491 0.04
TRS - TriMas Corp. Add 7.27% 46,027 0.27
HTWR - Heartware Intl Inc Add 4.67% 10,750 0.11
IWM - iShares Russell 2000 ETF Buy 56,789 2.12
BDSI - Biodelivery Sciences Intl In Buy 1,876,550 2.05
Q4 2015
ROVI - Rovi Corp Add 125.00% 1,250,000 12.93
MX - MagnaChip Semiconductor Corp. Add 41.59% 1,014,182 3.33
BHE - Benchmark Electronics Add 34.72% 217,467 2.79
HTWR - Heartware Intl Inc Add 11.40% 23,531 0.74
JMBA - Jamba Inc Add 8.90% 149,555 1.25
OUTR - Outerwall Inc Buy 238,597 5.41
HAIN - Hain Celestial Group Inc Buy 86,604 2.17
LBYYQ - Libbey Inc Buy 153,704 2.03
AMAG - Amag Pharmaceuticals Inc Buy 61,425 1.15
Q3 2015
BDBD - Boulder Brands Inc Add 93.29% 2,816,704 13.23
ROVI - Rovi Corp Add 81.82% 450,000 2.71
MX - MagnaChip Semiconductor Corp. Add 64.99% 960,657 3.63
BHE - Benchmark Electronics Add 36.29% 166,757 2.08
TRS - TriMas Corp. Add 16.46% 140,094 1.31
JMBA - Jamba Inc Add 2.83% 46,294 0.38
MED - Medifast Inc Add 0.16% 1,199 0.02
HTWR - Heartware Intl Inc Buy 206,469 6.19
RTKHQ - Rentech Inc Buy 1,036,888 3.33
HZN - Horizon Global Corp Buy 330,531 1.67
Q2 2015
BDBD - Boulder Brands Inc Add 635.20% 2,608,697 11.20
BHE - Benchmark Electronics Add 97.48% 226,845 3.06
MED - Medifast Inc Add 19.01% 117,596 2.35
TRS - TriMas Corp. Add 18.72% 134,193 2.46
JMBA - Jamba Inc Add 3.35% 53,029 0.51
MX - MagnaChip Semiconductor Corp. Buy 1,478,135 7.06
ABM - ABM Industries Buy 346,151 7.04
EXAR - Exar Corp Buy 868,510 5.25
ZIXI - Zix Corp Buy 851,822 2.72
SEAC - Seachange Intl Inc Buy 522,368 2.27
RNF - Rentech Nitrogen Partners L Buy 96,201 0.85
Q1 2015
PKT - Procera Networks Inc Add 1,131.54% 1,101,097 8.53
TEX - Terex Corp. Add 133.99% 68,440 1.50
UTIW - Uti Worldwide Inc Add 129.32% 185,360 1.88
TRS - TriMas Corp. Add 58.74% 265,184 6.73
ROVI - Rovi Corp Add 23.01% 102,871 1.54
JMBA - Jamba Inc Add 10.48% 150,000 1.82
AWI - Armstrong World Industries Inc. Add 9.41% 2,691 0.13
MED - Medifast Inc Add 1.15% 7,061 0.17
WEB - Web Com Group Inc Buy 305,317 4.77
BHE - Benchmark Electronics Buy 232,699 4.61
BDBD - Boulder Brands Inc Buy 410,686 3.23
STKL - SunOpta Inc Buy 326,076 2.86
BGFV - Big 5 Sporting Goods Corp Buy 239,154 2.62
HMSY - Hms Hldgs Corp Buy 124,709 1.59
Q4 2014
SIMG - Silicon Image Inc Add 44.86% 1,281,075 6.28
JMBA - Jamba Inc Add 21.04% 248,867 3.34
TRS - TriMas Corp. Add 20.42% 76,562 2.13
MED - Medifast Inc Add 4.02% 23,609 0.70
PRXL - Parexel Intl Corp Buy 27,747 1.37
AWI - Armstrong World Industries Inc. Buy 28,604 1.30
TEX - Terex Corp. Buy 51,079 1.26
PKT - Procera Networks Inc Buy 97,310 0.62
Q3 2014
JMBA - Jamba Inc Add 66.05% 470,558 5.47
SIMG - Silicon Image Inc Add 35.97% 755,550 3.11
ROVI - Rovi Corp Add 14.80% 57,657 0.93
VOLC - Volcano Corporation Add 5.93% 119,678 1.04
MED - Medifast Inc Add 5.38% 30,000 0.81
TRS - TriMas Corp. Buy 374,926 7.46
EXPRN - Express Inc Buy 175,000 2.23
ICUI - Icu Med Inc Buy 22,711 1.19
Q2 2014
PRXL - Parexel Intl Corp Add 1,121.88% 213,157 9.02
SIMG - Silicon Image Inc Add 111.36% 1,106,553 4.47
OPLK - Oplink Communications Inc Buy 863,468 11.74
JMBA - Jamba Inc Buy 712,464 6.90
BRSS - Global Brass & Coppr Hldgs I Buy 100,380 1.36
Q1 2014
MED - Medifast Inc Buy 600,000 13.84
SIMG - Silicon Image Inc Buy 993,674 5.44
QEP - Qep Res Inc Buy 98,283 2.29