Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q2 2014)

According to the SEC 13F filed on Aug 14, 2026, the Engaged Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2014. 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 Q2 2014, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Abercrombie & Fitch Company, AeroVironment, Inc., MEDIFAST INC

Complete Exits - LSB Industries, Inc., OSI Systems, Inc., Timken Company (The)

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
Q2 2014	ANF Abercrombie & Fitch Company	Abercrombie & Fitch Company	Sell	-145,836	-33.0%	$12.81K	296,296
Q2 2014	AVAV AeroVironment, Inc.	AeroVironment, Inc.	Sell	-25,000	-50.0%	$795.00	25,000
Q2 2014	LXU LSB Industries, Inc.	LSB Industries, Inc.	Sell - Position Exit	-141,710	-100.0%	$0.00	-
Q2 2014	MED MEDIFAST INC	MEDIFAST INC	Sell	-42,000	-7.0%	$16.97K	558,000
Q2 2014	OSIS OSI Systems, Inc.	OSI Systems, Inc.	Sell - Position Exit	-40,909	-100.0%	$0.00	-
Q2 2014	TKR Timken Company (The)	Timken Company (The)	Sell - Position Exit	-168,228	-100.0%	$0.00	-