Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q1 2020)

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, 2020. 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 2020, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Apogee Enterprises, Inc., NCR Voyix 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 2020	APOG Apogee Enterprises, Inc.	Apogee Enterprises, Inc.	Sell	-565,129	-36.5%	$20.50K	984,759
Q1 2020	VYX NCR Voyix Corporation	NCR Voyix Corporation	Sell	-135,000	-17.5%	$11.29K	638,010