Engaged Capital (Glenn Welling) discloses updated portfolio positions in 13F filing: New BW positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: BW (~1.97 mln shares)
- Increased positions in: CLS (to ~1.82 mln shares from ~0.36 mln shares), NCR (to ~0.35 mln from ~0.11 mln), BHE (to ~0.95 mln from ~0.77 mln), IWM (to ~0.03 mln from ~0.01 mln)
- Maintained positions in: HAIN (~10.35 mln shares), RCII (~8.98 mln shares), STKL (~6.76 mln shares), JMBA (~2.83 mln shares), TIVO (~2.53 mln shares)
- Closed positions in: THC (from ~0.5 mln shares), FNSR (from ~0.23 mln), DBD (from ~0.18 mln)
- Decreased positions in: MED (to ~0.26 mln shares from ~0.79 mln shares), CCRN (to ~0.49 mln from ~0.57 mln)