Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q1 2017)

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, 2017. 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 2017, the filing reported:

New Buys - None reported

Increases - MEDIFAST INC, SunOpta, Inc., Upbound Group, Inc.

Reductions - Benchmark Electronics, Inc., iShares Russell 2000 ETF, Magnachip Semiconductor Corpora, TriMas Corporation

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 2017	BHE Benchmark Electronics, Inc.	Benchmark Electronics, Inc.	Sell	-1,543,553	-63.6%	$28.13K	884,668
Q1 2017	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Sell	-14,750	-47.7%	$2.22K	16,172
Q1 2017	MED MEDIFAST INC	MEDIFAST INC	Buy	+17,084	+2.2%	$35.03K	789,549
Q1 2017	MX Magnachip Semiconductor Corpora	Magnachip Semiconductor Corpora	Sell	-625,000	-16.2%	$30.83K	3,227,974
Q1 2017	STKL SunOpta, Inc.	SunOpta, Inc.	Buy	+241,823	+3.7%	$46.96K	6,756,907
Q1 2017	TRS TriMas Corporation	TriMas Corporation	Sell	-30,398	-10.1%	$5.63K	271,563
Q1 2017	UPBD Upbound Group, Inc.	Upbound Group, Inc.	Buy	+6,681,233	+290.2%	$79.69K	8,983,609