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  NCR Voyix Corp. (VYX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 1.07 SEC
2025   Q1 431,679 1.07 Reduce 92.52% 15.19 $9.75 $4,208,870 SEC
2024   Q4 5,771,033 16.42 Reduce 19.52% 3.08 $13.84 $79,871,097 SEC
2024   Q3 7,171,029 15.78 Add 14.08% 1.95 $13.57 $97,310,864 SEC
2024   Q2 6,286,029 13.30 Add 7.71% 0.95 $12.35 $77,632,458 SEC
2024   Q1 5,836,029 11.94 Add 16.29% 1.67 $12.63 $73,709,046 SEC
2023   Q4 5,018,513 12.43 $16.91 $84,863,055 SEC
2023   Q3 5,018,513 24.67 Reduce 4.45% 0.85 $26.97 $135,349,296 SEC
2023   Q2 5,252,456 19.15 $25.20 $132,361,891 SEC
2023   Q1 5,252,456 17.64 $23.59 $123,905,437 SEC
2022   Q4 5,252,456 20.79 Add 17.97% 3.17 $23.41 $122,959,995 SEC
2022   Q3 4,452,456 16.74 $19.01 $84,641,000 SEC
2022   Q2 4,452,456 21.27 $31.11 $138,516,000 SEC
2022   Q1 4,452,456 18.12 Add 85.36% 8.34 $40.19 $178,944,000 SEC
2021   Q4 2,402,056 11.89 Add 42.01% 3.52 $40.20 $96,563,000 SEC
2021   Q3 1,691,430 4.71 Add 24.54% 0.93 $38.76 $65,560,000 SEC
2021   Q2 1,358,147 4.80 Reduce 42.36% 2.74 $45.61 $61,945,000 SEC
2021   Q1 2,356,447 6.46 Add 10.36% 0.61 $37.95 $89,427,000 SEC
2020   Q4 2,135,259 6.62 Add 2.39% 0.15 $37.57 $80,222,000 SEC
2020   Q3 2,085,367 4.77 Add 153.00% 2.88 $22.14 $46,170,000 SEC
2020   Q2 824,267 1.54 Add 29.19% 0.35 $17.32 $14,276,000 SEC
2020   Q1 638,010 1.48 Reduce 17.46% 0.49 $17.70 $11,293,000 SEC
2019   Q4 773,010 2.82 Reduce 28.19% 1.30 $35.16 $27,179,000 SEC
2019   Q3 1,076,463 4.61 $31.56 $33,973,000 SEC
2019   Q2 1,076,463 4.07 $31.10 $33,478,000 SEC
2019   Q1 1,076,463 4.12 $27.29 $29,377,000 SEC
2018   Q4 1,076,463 4.61 Reduce 0.24% 0.01 $23.08 $24,845,000 SEC
2018   Q3 1,079,063 4.30 Add 203.28% 2.88 $28.41 $30,656,000 SEC
2018   Q2 355,799 1.36 Add 47.54% 0.44 $29.98 $10,667,000 SEC
2018   Q1 241,154 1.03 Reduce 31.39% 0.49 $31.52 $7,601,000 SEC
2017   Q4 351,467 1.55 Add 234.30% 1.09 $33.99 $11,946,000 SEC
2017   Q3 105,134 0.49 Buy 0.49 $37.52 $3,945,000 SEC