Engaged Capital (Glenn Welling) discloses updated portfolio positions in 13F filing: New CGNX BL positions
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- New: CGNX (855K), BL (454K)
- Increased: VFC (5.9 mln from 5.4 mln), BRCC (13936K from 13536K), PTLO (5069K from 4832K), GXO (978K from 897K)
- Maintained: YETI (2.2 mln), FRPT (619K)
- Decreased: EVH (5.7 mln from 5.9 mln)