Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q4 2014)

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, 2014. 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 2014, the filing reported:

New Buys - Armstrong World Industries Inc, Terex Corporation

Increases - MEDIFAST INC, TriMas Corporation

Reductions - Abercrombie & Fitch Company

Complete Exits - AeroVironment, Inc., ICU Medical, 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
Q4 2014	ANF Abercrombie & Fitch Company	Abercrombie & Fitch Company	Sell	-9,031	-3.3%	$7.57K	264,290
Q4 2014	AVAV AeroVironment, Inc.	AeroVironment, Inc.	Sell - Position Exit	-25,000	-100.0%	$0.00	-
Q4 2014	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Buy - Position Entry	+28,604	-	$1.46K	28,604
Q4 2014	ICUI ICU Medical, Inc.	ICU Medical, Inc.	Sell - Position Exit	-22,711	-100.0%	$0.00	-
Q4 2014	MED MEDIFAST INC	MEDIFAST INC	Buy	+23,609	+4.0%	$20.52K	611,609
Q4 2014	TEX Terex Corporation	Terex Corporation	Buy - Position Entry	+51,079	-	$1.42K	51,079
Q4 2014	TRS TriMas Corporation	TriMas Corporation	Buy	+76,562	+20.4%	$14.13K	451,488