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

As of Mar 31, 2014, the Engaged Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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