Glenn Welling, revealed in a recent regulatory filing his newest positions. In his Engaged Capital’s portfolio you can find the top 8 holdings based on Welling’s 13F filings as of March 31, 2021.
|No.||Stock||Class||Value||% of total portfolio||Shares||Price per share*|
|1||BRC INC||COM CL A||334,442,000||33.9||16,025,000||20.87|
|2||EVOLENT HEALTH INC||CL A||230,829,000||23.4||7,146,395||32.3|
|3||NCR CORP NEW||COM||178,944,000||18.1||4,452,456||40.19|
|4||NEW RELIC INC||COM||66,831,000||6.8||999,270||66.88|
|5||RENT A CTR INC NEW||COM||59,341,000||6.0||2,355,730||25.19|
|6||HAIN CELESTIAL GROUP INC||COM||42,355,000||4.3||1,231,261||34.4|
|7||QUOTIENT TECHNOLOGY INC||COM||38,964,000||3.9||6,107,150||6.38|
*Price per share is the stock price on the date of the portfolio.