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  TriMas Corp. (TRS)
← All TRS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q3 0 0.00 Sell 100.00% 0.98 $20.10–27.20 · VW $24.30i SEC
2017   Q2 316,385 0.98 Add 16.51% 0.14 $19.75–23.55 · VW $21.86i $6,597,000 SEC
2017   Q1 271,563 1.74 Reduce 10.07% 0.23 $20.00–24.25 · VW $21.98i $5,635,000 SEC
2016   Q4 301,961 2.31 Reduce 13.73% 0.33 $17.26–24.10 · VW $20.62i $7,096,000 SEC
2016   Q3 350,000 2.37 Reduce 48.46% 2.08 $17.00–20.12 · VW $18.57i $6,514,000 SEC
2016   Q2 679,067 4.30 $18.00 $12,223,000 SEC
2016   Q1 679,067 4.02 Add 7.27% 0.27 $14.76–18.62 · VW $16.95i $11,897,000 SEC
2015   Q4 633,040 7.33 Reduce 36.12% 3.36 $15.29–22.02 · VW $19.68i $11,806,000 SEC
2015   Q3 990,959 9.29 Reduce 7.20% 1.12 $15.32–25.35 · VW $19.84i $16,202,000 SEC
2015   Q2 1,067,836 15.58 Add 18.72% 2.46 $22.10–25.93 · VW $23.51i $25,186,000 SEC
2015   Q1 899,423 18.20 Add 58.74% 6.73 $21.19–25.38 · VW $23.29i $22,066,000 SEC
2014   Q4 566,617 12.55 Add 20.42% 2.13 $18.87–26.48 · VW $24.00i $14,127,000 SEC
2014   Q3 470,532 7.46 Buy 7.46 $19.38–31.20 · VW $23.65i $9,122,000 SEC
Price snapshot:
Current price$40.53
52-week low$28.94
52-week high$45.43