Glenn Welling profile

Engaged Capital Llc (Glenn Welling)

Basic Stats

Market Value

617.10M

Top 10 (%)

98.88%

Portfolio Size

11 (2)

Avg. Holding Period

8 years

Turnover

0.18%

Industry Breakdown

Services-management Services

17.33%

Men's & Boys' Furnishgs, Work Clothg, & Allied Garments

13.28%

Retail-eating & Drinking Places

13.06%

Calculating & Accounting Machines (no Electronic Computers)

11.94%

Services-equipment Rental & Leasing, Nec

9.50%

Beverages

8.91%

8.03%

Services-consumer Credit Reporting, Collection Agencies

7.83%

Retail-eating Places

4.57%

Surgical & Medical Instruments & Apparatus

4.41%

Evolent Health Inc Website

Evolent Health Inc

EVH106.94M17.33%3.26M

$31.932.87%
V F Corp Website

V F Corp

VFC81.94M13.28%5.34M

$15.301.38%
Shake Shack Inc Website

Shake Shack Inc

SHAK80.60M13.06%774.79K

-43.33%

-592.44K$106.451.97%
Ncr Voyix Corporation Website

Ncr Voyix Corporation

NCR73.71M11.94%5.84M

16.29%

817.52K$15.734.14%
Upbound Group Inc Website

Upbound Group Inc

RCII58.65M9.50%1.67M

-30.51%

-731.21K$26.782.93%
Brc Inc Website

Brc Inc

BRCC55.00M8.91%12.85M

$4.3619.93%
Ncr Atleos Corporation Website

Ncr Atleos Corporation

49.56M8.03%2.51M

$19.75
Pra Group Inc Website

Pra Group Inc

PRAA48.33M7.83%1.85M

-7.83%

-157.50K$25.804.72%
Portillos Inc Website

Portillos Inc

PTLO28.22M4.57%1.99M

New Buy

1.99M$13.883.70%
Nevro Corp Website

Nevro Corp

NVRO27.23M4.41%1.89M

-13.02%

-282.21K$13.325.24%
Envestnet Inc Website

Envestnet Inc

ENV6.92M1.12%119.43K

New Buy

119.43K$57.290.22%

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