Engaged Capital (Glenn Welling) discloses updated portfolio positions in 13F filing: New YETI GXO positions, Added to GTLS VFC, Exited PRAA
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: YETI (1.54 mln shares), GXO (0.91 mln)
- Increased positions in: GTLS (to 0.37 mln shares from 0.22 mln shares), VFC (to 5.48 mln from 5.34 mln)
- Maintained positions in: BRCC (13.54 mln shares)
- Closed positions in: PRAA (from 0.62 mln shares)
- Decreased positions in: VYX (to 0.43 mln shares from 5.77 mln shares), NATL (to 0.77 mln from 2.21 mln), PTLO (to 5.48 mln from 6.11 mln), EVH (to 5.18 mln from 5.4 mln)