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Engaged Capital (Glenn Welling) - FilingSpy
Engaged Capital
Glenn Welling
$583.92M
13F
2024 Q2
7 of 49 quarters
Overview
Activity
Holdings
Buys
SMAR
NEW
Smartsheet Inc.
$29.60M
+671.5K shares
EVH
Evolent Health, Inc.
$106.94M
- $28.33M
=
$78.61M
3.26M
+850.0K (+26.06%)
VYX
Ncr Voyix Corporation
$73.71M
+ $3.92M
=
$77.63M
5.84M
+450.0K (+7.71%)
ENV
Envestnet, Inc.
$6.92M
+ $36.43M
=
$43.34M
119.4K
+573.0K (+479.80%)
PTLO
Portillo'S Inc.
$28.22M
- $1.39M
=
$26.83M
1.99M
+770.4K (+38.72%)
Sells
UPBD
Upbound Group Inc
$58.65M
- $22.82M
=
$35.83M
1.17M left
-498.7K (-29.94%)
PRAA
Pra Group Inc
$48.33M
- $14.84M
=
$33.49M
1.70M left
-149.7K (-8.08%)
SHAK
Shake Shack Inc.
$80.60M
- $56.58M
=
$24.02M
266.9K left
-507.9K (-65.55%)
