Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q1 2016)
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, 2016. 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 2016, the filing reported:
New Buys - iShares Russell 2000 ETF
Reductions - None reported
Complete Exits - The Hain Celestial Group, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2016
|
BHE
Benchmark Electronics, Inc.
|
Buy |
+1,584,453
|
|
Q1 2016
|
HAIN
The Hain Celestial Group, Inc.
|
Sell - Position Exit |
-86,604
|
|
Q1 2016
|
IWM
iShares Russell 2000 ETF
|
Buy - Position Entry |
+56,789
|
|
Q1 2016
|
MX
Magnachip Semiconductor Corpora
|
Buy |
+400,000
|
|
Q1 2016
|
TRS
TriMas Corporation
|
Buy |
+46,027
|