Engaged Capital (Glenn W. Welling) discloses updated portfolio positions in 13F filing with new RT position, liquidated TRS / LBY positions
Highlights from 2016 Q3 filing as compared to 2016 Q2 filing:
- New positions in: RT (~2.02 mln shares), SCOR (~0.23 mln), WEB (~0.13 mln), PRXL (~0.03 mln)
- Increased positions in: STKL (to ~6.43 mln shares from ~0.05 mln shares--previously disclosed/active), JMBA (to ~2.08 mln from ~1.83 mln)
- Maintained positions in: MX (~3.85 mln shares), BHE (~2.43 mln shares), MED (~0.74 mln shares)
- Decreased positions in: TRS (to ~0.35 mln shares from ~0.68 mln shares), LBY (to ~0.24 mln from ~0.29 mln)