Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q4 2017)

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, 2017. 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 2017, the filing reported:

New Buys - None reported

Increases - Benchmark Electronics, Inc., iShares Russell 2000 ETF, NCR Voyix Corporation

Reductions - Cross Country Healthcare, Inc., MEDIFAST INC

Complete Exits - DexCom, Inc., Tenet Healthcare Corporation

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 2017	BHE Benchmark Electronics, Inc.	Benchmark Electronics, Inc.	Buy	+181,680	+23.6%	$27.69K	951,462
Q4 2017	CCRN Cross Country Healthcare, Inc.	Cross Country Healthcare, Inc.	Sell	-74,753	-13.2%	$6.27K	491,669
Q4 2017	DXCM DexCom, Inc.	DexCom, Inc.	Sell - Position Exit	-60,000	-100.0%	$0.00	-
Q4 2017	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Buy	+19,400	+334.5%	$3.84K	25,200
Q4 2017	MED MEDIFAST INC	MEDIFAST INC	Sell	-525,000	-66.5%	$18.47K	264,549
Q4 2017	THC Tenet Healthcare Corporation	Tenet Healthcare Corporation	Sell - Position Exit	-498,613	-100.0%	$0.00	-
Q4 2017	VYX NCR Voyix Corporation	NCR Voyix Corporation	Buy	+246,333	+234.3%	$11.95K	351,467