- VFCV F CORP23.1%
- YETIYETI HLDGS INC18.1%
- GXOGXO LOGISTICS INCORPORATED15.3%
- EVOLENT HEALTH INC9.2%
- FRPTFRESHPET INC8.8%
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
74.4% of Engaged Capital's book sits in just five names, and Glenn Welling's activist shop only holds 10 positions at all, so every new stake matters. As of June 30 that list includes fresh positions in Freshpet and Evolent Health, disclosed August 14 and already 45 days stale.