Glenn W. Welling's Engaged Capital is back in Freshpet Inc (FRPT) in 2026 Q2, after 1 quarter out, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 485K shares worth about $28.7M at June 30, 2026, 8.76% of the reported portfolio. FRPT enters the book as the 5th largest of 9 stock positions.
What did the 2026 Q2 filing report for FRPT?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 485K |
| Reported value | $28.7M |
| Portfolio weight | 8.76% |
| Rank in portfolio | 5th of 9 |
| Sold out in | 2026 Q1 |
| Out for | 1 quarter |
How big is the returning FRPT position?
FRPT was the only stock position Glenn W. Welling opened in 2026 Q2. An average stock position in the Glenn W. Welling portfolio is 11% of the reported value, so the new name starts below the fund's typical size.
Where does FRPT sit in the Glenn W. Welling portfolio?
FRPT ranks 5th of 9 stock positions in the Glenn W. Welling portfolio at 8.76%, below the fund's average stock position of 11%. The FRPT purchase was the 2nd largest of the quarter's 6 position changes by percent change to portfolio. The largest stock position is VFC at 23.06%. Next come YETI at 18.09% and GXO at 15.26%. The three largest stocks together are 56.42% of the book. Across the 2026 Q2 portfolio, Glenn W. Welling reported 9 stock positions, with 1 opened and none closed. The total portfolio value is about $327.1M, up 8% from the prior quarter.
When did Glenn W. Welling hold FRPT before?
Glenn W. Welling held FRPT before. The fund first reported the name in the quarter ended September 30, 2022, sold out 3 times, most recently in 2026 Q1, and is back after 1 quarter out. The weight peaked at 11.77% in 2025 Q2. Every reported trade is on the Glenn W. Welling FRPT trade history page.
FAQ
How many FRPT shares does Glenn W. Welling hold?
Glenn W. Welling holds 485K shares of FRPT as of June 30, 2026, worth about $28.7M.
What is FRPT's weight in the Glenn W. Welling portfolio?
FRPT is 8.76% of the Glenn W. Welling portfolio and ranks 5th of 9 stocks by weight.
Has Glenn W. Welling owned FRPT before?
Yes. Glenn W. Welling held FRPT before. The fund first reported the name in the quarter ended September 30, 2022, sold out 3 times, most recently in 2026 Q1, and is back after 1 quarter out.