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

As of Dec 31, 2017, 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 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