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 Voyix Corp. (VYX)
← All VYX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 1.07 $7.55–12.36 · VW $10.02i SEC
2025   Q1 431,679 1.07 Reduce 92.52% 15.19 $9.53–14.20 · VW $11.32i $4,208,870 SEC
2024   Q4 5,771,033 16.42 Reduce 19.52% 3.08 $12.56–15.34 · VW $13.88i $79,871,097 SEC
2024   Q3 7,171,029 15.78 Add 14.08% 1.95 $10.87–15.22 · VW $13.41i $97,310,864 SEC
2024   Q2 6,286,029 13.30 Add 7.71% 0.95 $11.84–13.80 · VW $12.67i $77,632,458 SEC
2024   Q1 5,836,029 11.94 Add 16.29% 1.67 $10.99–17.39 · VW $13.77i $73,709,046 SEC
2023   Q4 5,018,513 12.43 Reduce 38.65% 9.54 $14.54–18.04 · VW $16.04i $84,863,055 SEC
2023   Q3 8,180,176 24.67 Reduce 4.45% 0.85 $14.98–19.01 · VW $17.08i $135,349,296 SEC
2023   Q2 8,561,503 19.15 $15.46 $132,361,891 SEC
2023   Q1 8,561,503 17.64 $14.47 $123,905,437 SEC
2022   Q4 8,561,503 20.79 Add 17.97% 3.17 $11.08–15.33 · VW $13.33i $122,959,995 SEC
2022   Q3 7,257,503 16.74 $11.66 $84,641,000 SEC
2022   Q2 7,257,503 21.27 $19.09 $138,516,000 SEC
2022   Q1 7,257,503 18.12 Add 85.36% 8.34 $21.04–27.36 · VW $24.32i $178,944,000 SEC
2021   Q4 3,915,351 11.89 Add 42.01% 3.52 $22.52–28.17 · VW $25.11i $96,563,000 SEC
2021   Q3 2,757,031 4.71 Add 24.54% 0.93 $22.95–30.02 · VW $26.01i $65,560,000 SEC
2021   Q2 2,213,780 4.80 Reduce 42.36% 2.74 $22.83–30.67 · VW $27.86i $61,945,000 SEC
2021   Q1 3,841,009 6.46 Add 10.36% 0.61 $19.21–24.11 · VW $21.82i $89,427,000 SEC
2020   Q4 3,480,472 6.62 Add 2.39% 0.15 $11.90–23.37 · VW $17.25i $80,222,000 SEC
2020   Q3 3,399,148 4.77 Add 153.00% 2.88 $9.59–13.86 · VW $11.88i $46,170,000 SEC
2020   Q2 1,343,555 1.54 Add 29.19% 0.35 $9.31–13.96 · VW $11.57i $14,276,000 SEC
2020   Q1 1,039,956 1.48 Reduce 17.46% 0.49 $6.47–22.01 · VW $14.44i $11,293,000 SEC
2019   Q4 1,260,006 2.82 Reduce 28.19% 1.30 $17.31–21.72 · VW $19.41i $27,179,000 SEC
2019   Q3 1,754,635 4.61 $19.36 $33,973,000 SEC
2019   Q2 1,754,635 4.07 $19.08 $33,478,000 SEC
2019   Q1 1,754,635 4.12 $16.74 $29,377,000 SEC
2018   Q4 1,754,635 4.61 Reduce 0.24% 0.01 $12.84–17.57 · VW $15.89i $24,845,000 SEC
2018   Q3 1,758,873 4.30 Add 203.28% 2.88 $16.31–19.42 · VW $17.49i $30,656,000 SEC
2018   Q2 579,952 1.36 Add 47.54% 0.44 $15.95–19.91 · VW $18.51i $10,667,000 SEC
2018   Q1 393,081 1.03 Reduce 31.39% 0.49 $18.16–23.73 · VW $21.14i $7,601,000 SEC
2017   Q4 572,891 1.55 Add 234.30% 1.09 $17.91–23.39 · VW $20.10i $11,946,000 SEC
2017   Q3 171,368 0.49 Buy 0.49 $20.96–26.53 · VW $23.25i $3,945,000 SEC
Price snapshot:
Current price$8.15
52-week low$6.02
52-week high$14.67