Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q4 2016)
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, 2016. 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.