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  Rovi Corp (ROVI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2016   Q3 0 0.00 Sell 100.00% 13.49 SEC
2016   Q2 2,450,000 13.49 Add 8.89% 1.10 $15.64 $38,318,000 SEC
2016   Q1 2,250,000 15.58 $20.51 $46,148,000 SEC
2015   Q4 2,250,000 23.28 Add 125.00% 12.93 $16.66 $37,485,000 SEC
2015   Q3 1,000,000 6.02 Add 81.82% 2.71 $10.49 $10,490,000 SEC
2015   Q2 550,000 5.43 $15.95 $8,773,000 SEC
2015   Q1 550,000 8.26 Add 23.01% 1.54 $18.21 $10,016,000 SEC
2014   Q4 447,129 8.97 $22.59 $10,101,000 SEC
2014   Q3 447,129 7.22 Add 14.80% 0.93 $19.75 $8,829,000 SEC
2014   Q2 389,472 7.47 Reduce 21.17% 1.89 $23.96 $9,332,000 SEC
2014   Q1 494,075 8.93 Reduce 18.83% 1.79 $22.78 $11,255,000 SEC
2013   Q4 608,690 9.52 $19.69 $11,985,000 SEC