Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q4 2013)
As of Dec 31, 2013, the Engaged Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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
|