Glenn Welling - Engaged Capital LLC

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 Kratos Defense & Security Solutions, Inc. (KTOS)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2023 Q3	0	0.00	Sell 100.00%	1.77	$13.13–17.31 · VW $15.29i		SEC
2023 Q2	855,173	1.77	Buy	1.77	$12.12–15.65 · VW $13.60i	$12,263,181	SEC

Price snapshot:

Current price$46.96

52-week low$46.01

52-week high$134.00