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Engaged Capital (Glenn Welling) - FilingSpy

Glenn Welling

Engaged Capital

Glenn Welling

$142.42M

Overview Activity Holdings

AUM

$142.42M

Positions

12

Top Position

VOLC 36.4%

Top 10

97%

Activity Summary

12 New positions

Notable Trades

Largest New

VOLC

Volcano Corporation

$51.84M

Portfolio Composition

VOLC36.4%

AVAV11.9%

RTK10.5%

ANF10.2%

ROVI8.4%

TKR6.5%

4.1%

PRXL3.6%

OSIS3.1%

UTIW2.2%

Other (2)3.2%