Engaged Capital (Glenn W. Welling) discloses updated portfolio positions in 13F filing: New NVRO PRAA positions
Highlights from Q4 2023 filing as compared to Q3 2023 (all amounts are approximate):
- New positions in: NATL (affirms 2.51 mln shares post-VYX spin), NVRO (2.17 mln), PRAA (2.01 mln)
- Increased positions in: EVH (to 3.26 mln shares from 2.83 mln shares), BRCC (to 12.85 mln from 12.45 mln), VFC (to 5.34 mln from 5.2 mln)
- Maintained positions in: VYX (5.02 mln shares), SHAK (1.37 mln)
- Closed positions in: PRMW (from 0.88 mln shares)
- Decreased positions in: UPBD (to 2.4 mln shares from 3.67 mln shares)