Glenn Welling - Engaged Capital
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 8
Portfolio value: $303,413,763
Holding/activity history for Kratos Defense & Security Sol. (KTOS)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2023 Q3 |
0 |
0.00 |
Sell 100.00%
|
1.77 |
|
|
SEC |
| 2023 Q2 |
855,173 |
1.77 |
Buy
|
1.77 |
$14.34 |
$12,263,181 |
SEC |