Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, 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 2019, the filing reported:

New Buys - MEDIFAST INC

Increases - The Hain Celestial Group, Inc., SunOpta, Inc.

Reductions - Benchmark Electronics, Inc.

Complete Exits - Anika Therapeutics Inc., Astec Industries, Inc.

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 2019	ANIK Anika Therapeutics Inc.	Anika Therapeutics Inc.	Sell - Position Exit	-374,926	-100.0%	$0.00	-
Q1 2019	ASTE Astec Industries, Inc.	Astec Industries, Inc.	Sell - Position Exit	-73,605	-100.0%	$0.00	-
Q1 2019	BHE Benchmark Electronics, Inc.	Benchmark Electronics, Inc.	Sell	-1,892,914	-84.6%	$9.03K	343,873
Q1 2019	HAIN The Hain Celestial Group, Inc.	The Hain Celestial Group, Inc.	Buy	+5,099,970	+43.4%	$389.83K	16,861,212
Q1 2019	MED MEDIFAST INC	MEDIFAST INC	Buy - Position Entry	+11,242	-	$1.43K	11,242
Q1 2019	STKL SunOpta, Inc.	SunOpta, Inc.	Buy	+1,875,000	+27.3%	$30.21K	8,731,907