Engaged Capital (Glenn Welling) discloses updated portfolio positions in 13F filing: New BL position, Increased PTLO VYX BRCC (confirmed) NVRO NATL positions
Highlights from Q3 2024 filing as compared to Q2 2024 (all amounts are approximate):
- New positions in: BL (0.61 mln shares)
- Increased positions in: PTLO (to 6.11 mln shares from 2.76 mln shares), VYX (to 7.17 mln from 6.29 mln), BRCC (to 13.54 mln from 12.85 mln), NVRO (to 2.44 mln from 1.89 mln), NATL (to 3.01 mln from 2.51 mln)
- Maintained positions in: VFC (5.34 mln shares), PRAA (1.7 mln)
- Closed positions in: UPBD (from 1.17 mln shares), ENV (from 0.69 mln), SMAR (from 0.67 mln), SHAK (from 0.27 mln)
- Decreased positions in: EVH (to 3.99 mln shares from 4.11 mln shares)