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

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, 2017. 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