Engaged Capital (Glenn Welling) discloses updated portfolio positions in 13F filing: Added to PTLO BL, Exited FRPT, Trimmed VFC CGNX YETI
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- Increased: PTLO (3.4 mln shares from 1.5 mln shares), BL (1.4 mln from 1.1 mln)
- Maintained: BRCC (13.94 mln shares), EVH (5.56 mln), GXO (822K)
- Exited: FRPT (401K)
- Decreased: VFC (4.68 mln shares from 5.31 mln shares), CGNX (484K from 933K), YETI (1784K from 2033K)