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

As of Mar 31, 2017, 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 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