Engaged Capital (Glenn Welling) discloses updated portfolio positions in 13F filing: New FRPT position, Boosted EVH YETI holdings
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- New positions in: FRPT (0.62 mln shares)
- Increased positions in: EVH (to 5.85 mln shares from 5.18 mln shares), YETI (to 2.16 mln from 1.54 mln)
- Maintained positions in: BRCC (13.54 mln shares - has lowered stake post-qtr), VFC (5.42 mln shares), GXO (0.9 mln shares)
- Closed positions in: NATL (from 0.77 mln shares), VYX (from 0.43 mln), GTLS (from 0.37 mln)
- Decreased positions in: PTLO (to 4.83 mln shares from 5.48 mln shares)