As of Q1 2026, this manager reported 8 long-equity positions worth $303.41M in aggregate.
As of Q1 2026, Glenn Welling's Engaged Capital held 8 long-equity positions with a reported value of $303.41M.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| PTLO | PORTILLOS INC | Add +124.3% | 6.00% | 3,442,990 | $18.21M | $5.29 | $4.41 - $6.12(51%)$4.59 -> $5.29 |
| BL | BLACKLINE INC | Add +26.2% | 16.68% | 1,367,619 | $50.6M | $37.00 | $31.75 - $58.25(20%)$53.78 -> $37.00 |