Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q2 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 Jun 30, 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 Q2 2020, the filing reported:

New Buys - iShares Russell 2000 ETF, Jack In The Box Inc., The Simply Good Foods Company

Increases - SunOpta, Inc., NCR Voyix Corporation

Reductions - The Hain Celestial Group, Inc.

Complete Exits - Apogee Enterprises, 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
Q2 2020	APOG Apogee Enterprises, Inc.	Apogee Enterprises, Inc.	Sell - Position Exit	-984,759	-100.0%	$0.00	-
Q2 2020	HAIN The Hain Celestial Group, Inc.	The Hain Celestial Group, Inc.	Sell	-5,072,179	-24.1%	$504.05K	15,996,598
Q2 2020	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Buy - Position Entry	+16,000	-	$2.29K	16,000
Q2 2020	JACK Jack In The Box Inc.	Jack In The Box Inc.	Buy - Position Entry	+353,378	-	$26.18K	353,378
Q2 2020	SMPL The Simply Good Foods Company	The Simply Good Foods Company	Buy - Position Entry	+458,630	-	$8.52K	458,630
Q2 2020	STKL SunOpta, Inc.	SunOpta, Inc.	Buy	+1,000,000	+11.5%	$45.74K	9,731,907
Q2 2020	VYX NCR Voyix Corporation	NCR Voyix Corporation	Buy	+186,257	+29.2%	$14.28K	824,267