Engaged Capital (Glenn Welling) discloses updated portfolio positions in 13F filing: New FRPT position, Lowered YETI BL VFC CGNX holdings
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- New: FRPT (485K)
- Increased: GXO (985K from 822K)
- Maintained: EVH (5.56 mln)
- Decreased: YETI (1194K from 1784K), BL (828K from 1368K), VFC (4522K from 4679K), CGNX (339K from 484K)