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)
← All BW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q1 0 0.00 Sell 100.00% 0.27 $3.44–8.18 · VW $5.56i SEC
2018   Q4 377,472 0.27 Reduce 16.24% 0.11 $3.30–12.90 · VW $7.60i $1,474,000 SEC
2018   Q3 450,678 0.65 Reduce 6.66% 0.10 $8.32–24.20 · VW $16.26i $4,642,000 SEC
2018   Q2 482,854 1.46 Add 255.48% 1.05 $21.90–44.48 · VW $26.26i $11,492,000 SEC
2018   Q1 135,833 0.81 Reduce 31.06% 0.45 $39.55–76.60 · VW $56.45i $5,936,000 SEC
2017   Q4 197,021 1.45 Buy 1.45 $32.80–61.40 · VW $45.03i $11,191,000 SEC
Price snapshot:
Current price$10.93
52-week low$0.87
52-week high$22.03