Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q2 2017)

As of Jun 30, 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 Q2 2017, the filing reported:

New Buys - Cross Country Healthcare, Inc., The Hain Celestial Group, Inc.

Increases - Benchmark Electronics, Inc., TriMas Corporation

Reductions - iShares Russell 2000 ETF, Magnachip Semiconductor Corpora

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
Q2 2017	BHE Benchmark Electronics, Inc.	Benchmark Electronics, Inc.	Buy	+37,337	+4.2%	$29.78K	922,005
Q2 2017	CCRN Cross Country Healthcare, Inc.	Cross Country Healthcare, Inc.	Buy - Position Entry	+273,914	-	$3.54K	273,914
Q2 2017	HAIN The Hain Celestial Group, Inc.	The Hain Celestial Group, Inc.	Buy - Position Entry	+8,043,350	-	$312.24K	8,043,350
Q2 2017	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Sell	-10,172	-62.9%	$846.00	6,000
Q2 2017	MX Magnachip Semiconductor Corpora	Magnachip Semiconductor Corpora	Sell	-916,749	-28.4%	$22.65K	2,311,225
Q2 2017	TRS TriMas Corporation	TriMas Corporation	Buy	+44,822	+16.5%	$6.60K	316,385