Glenn Welling - Engaged Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $303,413,763
Holdings Activity Buys Sells    History
Holding/activity history for  Aerojet Rocketdyne Hldgs Inc (AJRD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q3 0 0.00 Sell 100.00% 0.53 SEC
2017   Q2 171,552 0.53 Add 4.25% 0.02 $20.80 $3,568,000 SEC
2017   Q1 164,556 1.10 Buy 1.10 $21.70 $3,571,000 SEC