Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q4 2018)

As of Dec 31, 2018, 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 2018, the filing reported:

New Buys - None reported

Increases - Apogee Enterprises, Inc., Upbound Group, Inc.

Reductions - Anika Therapeutics Inc., Benchmark Electronics, Inc., NCR Voyix Corporation

Complete Exits - Puma Biotechnology Inc, Universal Electronics Inc.

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 2018	ANIK Anika Therapeutics Inc.	Anika Therapeutics Inc.	Sell	-12,000	-3.1%	$12.60K	374,926
Q4 2018	APOG Apogee Enterprises, Inc.	Apogee Enterprises, Inc.	Buy	+198,312	+13.3%	$50.43K	1,689,332
Q4 2018	BHE Benchmark Electronics, Inc.	Benchmark Electronics, Inc.	Sell	-32,000	-1.4%	$47.38K	2,236,787
Q4 2018	PBYI Puma Biotechnology Inc	Puma Biotechnology Inc	Sell - Position Exit	-151,689	-100.0%	$0.00	-
Q4 2018	UEIC Universal Electronics Inc.	Universal Electronics Inc.	Sell - Position Exit	-191,810	-100.0%	$0.00	-
Q4 2018	UPBD Upbound Group, Inc.	Upbound Group, Inc.	Buy	+800,000	+17.6%	$86.35K	5,333,609
Q4 2018	VYX NCR Voyix Corporation	NCR Voyix Corporation	Sell	-2,600	-0.2%	$24.84K	1,076,463