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 Atleos Corp. (NATL)
← All NATL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 5.21 $22.30–30.78 · VW $26.95i SEC
2025   Q1 774,261 5.21 Reduce 64.90% 9.99 $23.46–35.21 · VW $28.44i $20,425,005 SEC
2024   Q4 2,206,041 15.39 Reduce 26.67% 3.71 $25.70–35.50 · VW $31.05i $74,828,911 SEC
2024   Q3 3,008,223 13.92 Add 19.89% 2.31 $25.90–35.29 · VW $29.73i $85,824,602 SEC
2024   Q2 2,509,256 11.61 $27.02 $67,800,097 SEC
2024   Q1 2,509,256 8.03 $19.75 $49,557,806 SEC
2023   Q4 2,509,256 8.93 Buy 8.93 $18.00–26.00 · VW $22.58i
IPO/listing quarter
$60,949,828 SEC
Price snapshot:
Current price$45.47
52-week low$23.56
52-week high$48.50