Glenn W. Welling - Engaged Capital Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 9 | |
| Portfolio Value | $392.24M |
Engaged Capital Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2014Jun 30, 2014 | MED MEDIFAST INC | Sell | -42,000-7.0% |
Q2 2014Jun 30, 2014 | LXU LSB Industries, Inc. | Sell - Position Exit | -141,710-100.0% |
Q2 2014Jun 30, 2014 | ANF Abercrombie & Fitch Company | Sell | -145,836-33.0% |
Q2 2014Jun 30, 2014 | TKR Timken Company (The) | Sell - Position Exit | -168,228-100.0% |
Q1 2014Mar 31, 2014 | MED MEDIFAST INC | Buy - Position Entry | +600,000 |
Q1 2014Mar 31, 2014 | OSIS OSI Systems, Inc. | Sell | -40,909-50.0% |
Q1 2014Mar 31, 2014 | AVAV AeroVironment, Inc. | Sell | -530,767-91.4% |
Q4 2013Dec 31, 2013 | AVAV AeroVironment, Inc. | Buy - Position Entry | +580,767 |
Q4 2013Dec 31, 2013 | ANF Abercrombie & Fitch Company | Buy - Position Entry | +442,132 |
Q4 2013Dec 31, 2013 | TKR Timken Company (The) | Buy - Position Entry | +168,228 |
Q4 2013Dec 31, 2013 | LXU LSB Industries, Inc. | Buy - Position Entry | +141,710 |
Q4 2013Dec 31, 2013 | OSIS OSI Systems, Inc. | Buy - Position Entry | +81,818 |