Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q2 2022)

According to the SEC 13F filed on Aug 15, 2022, the Engaged Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2022. 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 2022, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - BRC Inc., Evolent Health, Inc, SunOpta, Inc.

Complete Exits - The Hain Celestial Group, 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 2022	BRCC BRC Inc.	BRC Inc.	Sell	-4,900,000	-30.6%	$90.78K	11,125,000
Q2 2022	EVH Evolent Health, Inc	Evolent Health, Inc	Sell	-991,574	-13.9%	$189.01K	6,154,821
Q2 2022	HAIN The Hain Celestial Group, Inc.	The Hain Celestial Group, Inc.	Sell - Position Exit	-1,231,261	-100.0%	$0.00	-
Q2 2022	STKL SunOpta, Inc.	SunOpta, Inc.	Sell	-1,040,326	-14.6%	$47.40K	6,091,919