Engaged Capital (Glenn W. Welling) discloses updated portfolio positions in 13F filing: Increased position in RCII; decreased position in BHE
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: NATI (~0.21 mln shares), AJRD (~0.16 mln), SCOR (~0.13 mln)
- Increased positions in: RCII (to ~8.98 mln shares from ~2.3 mln shares), JMBA (to ~2.7 mln from ~2.22 mln)
- Maintained positions in: STKL (~6.76 mln shares), TIVO (~2.53 mln shares), MED (~0.79 mln shares)
- Closed positions in: BDSI (from ~0.19 mln shares), PRXL (from ~0.09 mln)
- Decreased positions in: BHE (to ~0.88 mln shares from ~2.43 mln shares), MX (to ~3.23 mln from ~3.85 mln), TRS (to ~0.27 mln from ~0.3 mln), WEB (to ~0.11 mln from ~0.13 mln)