Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q4 2016)
As of Dec 31, 2016, 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 2016, the filing reported:
New Buys - Upbound Group, Inc.
Increases - MEDIFAST INC, SunOpta, Inc.
Reductions - iShares Russell 2000 ETF, TriMas Corporation
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.