What did Glenn Welling buy in Q2 2026?

Glenn Welling opened 2 new positions (FRPT, EVH 3.5 12/01/29) and added to 0 existing holdings in the Q2 2026 13F.

What did Glenn Welling sell in Q2 2026?

Glenn Welling exited 0 positions and trimmed 3.

What Glenn Welling bought and sold in Q2 2026

In Q2 2026, Glenn Welling (Engaged Capital) opened 2 new positions — including FRPT (8.8%), EVH 3.5 12/01/29 (1.3%), trimmed 3. The book stood at $327M across 10 positions, filed Aug 14, 2026.

2New0Added3Trimmed0Exited

Share𝕏 in

New positions (2)

FRPTFreshpet Inc8.8% · $29M
EVH 3.5 12/01/29Evolent Health Inc1.3% · $4M

Trimmed (3)

YETIYeti Holdings Inc-33% shares · 18.1% · $59M
CGNXCognex Corp-30% shares · 7.5% · $25M
BLBlackline Inc-39% shares · 7.1% · $23M

Glenn Welling's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Glenn Welling's full portfolio →The whole cohort in Q2 2026 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.