Engaged Capital (Glenn W. Welling) discloses updated portfolio positions in 13F filing: New PTLO ENV positions, Increased VYX position
Highlights from Q1 2024 filing as compared to Q4 2023 (all amounts are approximate):
- New positions in: PTLO (1.99 mln shares), ENV (0.12 mln)
- Increased positions in: VYX (to 5.84 mln shares from 5.02 mln shares)
- Maintained positions in: BRCC (12.85 mln shares), VFC (5.34 mln shares), EVH (3.26 mln shares), NATL (2.51 mln shares)
- Decreased positions in: UPBD (to 1.67 mln shares from 2.4 mln shares), SHAK (to 0.77 mln from 1.37 mln), NVRO (to 1.89 mln from 2.17 mln), PRAA (to 1.85 mln from 2.01 mln)