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  Hms Hldgs Corp (HMSY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q2 0 0.00 Sell 100.00% 1.59 SEC
2015   Q1 124,709 1.59 Buy 1.59 $15.45 $1,927,000 SEC