Glenn Welling profile

Engaged Capital Llc (Glenn Welling)

Basic Stats

Market Value

691.27M

Top 10 (%)

100.00%

Portfolio Size

8 (-2)

Avg. Holding Period

11 years

Turnover

0.50%

Industry Breakdown

Retail-eating & Drinking Places

20.98%

Calculating & Accounting Machines (no Electronic Computers)

19.15%

Services-prepackaged Software

18.93%

17.37%

Beverages

9.97%

Services-management Services

7.66%

Services-advertising

4.17%

Guided Missiles & Space Vehicles & Parts

1.77%

SHAK(25%)NCR(23%)NEWR(23%)BRCC(12%)EVH(9%)$571.17M (100%)Market Value
Shake Shack Inc Website

Shake Shack Inc

SHAK145.03M20.98%1.87M

8.62%

148.12K$77.724.74%
Ncr Corp New Website

Ncr Corp New

NCR132.36M19.15%5.25M

$25.203.76%
New Relic Inc Website

New Relic Inc

NEWR130.86M18.93%2.00M

$65.442.91%
Upbound Group Inc Website

Upbound Group Inc

120.10M17.37%3.86M

$31.13
Brc Inc Website

Brc Inc

BRCC68.89M9.97%13.35M

$5.1622.96%
Evolent Health Inc Website

Evolent Health Inc

EVH52.94M7.66%1.75M

-21.06%

-466.20K$30.301.62%
Quotient Technology Inc Website

Quotient Technology Inc

QUOT28.82M4.17%7.51M

-7.42%

-601.72K$3.847.70%
Kratos Defense & Sec Solutio Website

Kratos Defense & Sec Solutio

KTOS12.26M1.77%855.17K

New Buy

855.17K$14.340.67%
Freshpet Inc Website

Freshpet Inc

FRPT

Sold Out

-306.72K$66.19
Sunopta Inc Website

Sunopta Inc

STKL

Sold Out

-5.92M$7.41
Ishares Tr Website

Ishares Tr

IWM

Sold Out

-29.80K$169.90

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