Engaged Capital (Glenn W. Welling) discloses updated portfolio positions in 13F filing: New SMAR position
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
- New positions in: SMAR (0.67 mln shares)
- Increased positions in: EVH (to 4.11 mln shares from 3.26 mln shares), PTLO (to 2.76 mln from 1.99 mln), ENV (to 0.69 mln from 0.12 mln), VYX (to 6.29 mln from 5.84 mln)
- Maintained positions in: BRCC (12.85 mln shares), VFC (5.34 mln shares), NATL (2.51 mln shares), NVRO (1.89 mln shares)
- Decreased positions in: SHAK (to 0.27 mln shares from 0.77 mln shares), UPBD (to 1.17 mln from 1.67 mln), PRAA (to 1.7 mln from 1.85 mln)