Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q4 2021)

As of Dec 31, 2021, the Engaged Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2022. 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 2021, the filing reported:

New Buys - None reported

Increases - NCR Voyix Corporation

Reductions - Evolent Health, Inc, The Hain Celestial Group, Inc.

Complete Exits - Gildan Activewear, Inc., iShares Russell 2000 ETF

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 2021	EVH Evolent Health, Inc	Evolent Health, Inc	Sell	-63,502	-0.8%	$216.65K	7,829,692
Q4 2021	GIL Gildan Activewear, Inc.	Gildan Activewear, Inc.	Sell - Position Exit	-1,537,036	-100.0%	$0.00	-
Q4 2021	HAIN The Hain Celestial Group, Inc.	The Hain Celestial Group, Inc.	Sell	-14,129,504	-88.3%	$79.56K	1,867,094
Q4 2021	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Sell - Position Exit	-13,400	-100.0%	$0.00	-
Q4 2021	VYX NCR Voyix Corporation	NCR Voyix Corporation	Buy	+710,626	+42.0%	$96.56K	2,402,056