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  The Simply Good Foods Co. (SMPL)
← All SMPL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 0.92 $20.53–25.61 · VW $22.86i SEC
2020   Q2 458,630 0.92 Buy 0.92 $15.65–20.47 · VW $17.84i $8,521,000 SEC
Price snapshot:
Current price$13.31
52-week low$10.21
52-week high$34.19