Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q1 2014)

According to the SEC 13F filed on Aug 14, 2026, the Engaged Capital portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2014. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2014, the filing reported:

New Buys - MEDIFAST INC

Increases - None reported

Reductions - AeroVironment, Inc., OSI Systems, Inc.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2014	AVAV AeroVironment, Inc.	AeroVironment, Inc.	Sell	-530,767	-91.4%	$2.01K	50,000
Q1 2014	MED MEDIFAST INC	MEDIFAST INC	Buy - Position Entry	+600,000	-	$17.45K	600,000
Q1 2014	OSIS OSI Systems, Inc.	OSI Systems, Inc.	Sell	-40,909	-50.0%	$2.45K	40,909