Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2017, the filing reported:

New Buys - DexCom, Inc., Imax Corporation, Tenet Healthcare Corporation, NCR Voyix Corporation

Increases - Cross Country Healthcare, Inc., The Hain Celestial Group, Inc.

Reductions - Benchmark Electronics, Inc., iShares Russell 2000 ETF, Magnachip Semiconductor Corpora

Complete Exits - TriMas Corporation

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
Q3 2017	BHE Benchmark Electronics, Inc.	Benchmark Electronics, Inc.	Sell	-152,223	-16.5%	$26.29K	769,782
Q3 2017	CCRN Cross Country Healthcare, Inc.	Cross Country Healthcare, Inc.	Buy	+292,508	+106.8%	$8.06K	566,422
Q3 2017	DXCM DexCom, Inc.	DexCom, Inc.	Buy - Position Entry	+60,000	-	$2.94K	60,000
Q3 2017	HAIN The Hain Celestial Group, Inc.	The Hain Celestial Group, Inc.	Buy	+2,310,349	+28.7%	$426.06K	10,353,699
Q3 2017	IMAX Imax Corporation	Imax Corporation	Buy - Position Entry	+185,814	-	$4.21K	185,814
Q3 2017	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Sell	-200	-3.3%	$859.00	5,800
Q3 2017	MX Magnachip Semiconductor Corpora	Magnachip Semiconductor Corpora	Sell	-830,000	-35.9%	$16.81K	1,481,225
Q3 2017	THC Tenet Healthcare Corporation	Tenet Healthcare Corporation	Buy - Position Entry	+498,613	-	$8.19K	498,613
Q3 2017	TRS TriMas Corporation	TriMas Corporation	Sell - Position Exit	-316,385	-100.0%	$0.00	-
Q3 2017	VYX NCR Voyix Corporation	NCR Voyix Corporation	Buy - Position Entry	+105,134	-	$3.94K	105,134