Glenn Welling - Engaged Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $303,413,763
Holdings Activity Buys Sells    History
Holding/activity history for  Babcock & Wilcox Enterprises, Inc. (BW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q1 0 0.00 Sell 100.00% 0.27 SEC
2018   Q4 3,774,724 0.27 Reduce 16.24% 0.11 $0.39 $1,474,000 SEC
2018   Q3 4,506,777 0.65 Reduce 6.66% 0.10 $1.03 $4,642,000 SEC
2018   Q2 4,828,536 1.46 Add 255.48% 1.05 $2.38 $11,492,000 SEC
2018   Q1 1,358,325 0.81 Reduce 31.06% 0.45 $4.37 $5,936,000 SEC
2017   Q4 1,970,214 1.45 Buy 1.45 $5.68 $11,191,000 SEC