Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q4 2013)
According to the SEC 13F filed on Aug 14, 2026, the Engaged Capital portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2013. 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 Q4 2013, the filing reported:
New Buys - Abercrombie & Fitch Company, AeroVironment, Inc., LSB Industries, Inc., OSI Systems, Inc., Timken Company (The)
Increases - None reported
Reductions - None reported
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 | Type | Change Qty |
|---|---|---|---|
|
Q4 2013
|
ANF
Abercrombie & Fitch Company
|
Buy - Position Entry |
+442,132
|
|
Q4 2013
|
AVAV
AeroVironment, Inc.
|
Buy - Position Entry |
+580,767
|
|
Q4 2013
|
LXU
LSB Industries, Inc.
|
Buy - Position Entry |
+141,710
|
|
Q4 2013
|
OSIS
OSI Systems, Inc.
|
Buy - Position Entry |
+81,818
|
|
Q4 2013
|
TKR
Timken Company (The)
|
Buy - Position Entry |
+168,228
|