Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q4 2015)

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, 2015. 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 2015, the filing reported:

New Buys - The Hain Celestial Group, Inc.

Increases - Benchmark Electronics, Inc., Magnachip Semiconductor Corpora

Reductions - TriMas Corporation

Complete Exits - ABM Industries Incorporated

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 2015	ABM ABM Industries Incorporated	ABM Industries Incorporated	Sell - Position Exit	-129,135	-100.0%	$0.00	-
Q4 2015	BHE Benchmark Electronics, Inc.	Benchmark Electronics, Inc.	Buy	+217,467	+34.7%	$17.44K	843,768
Q4 2015	HAIN The Hain Celestial Group, Inc.	The Hain Celestial Group, Inc.	Buy - Position Entry	+86,604	-	$3.50K	86,604
Q4 2015	MX Magnachip Semiconductor Corpora	Magnachip Semiconductor Corpora	Buy	+1,014,182	+41.6%	$18.27K	3,452,974
Q4 2015	TRS TriMas Corporation	TriMas Corporation	Sell	-357,919	-36.1%	$11.81K	633,040