Engaged Capital (Glenn Welling) discloses updated portfolio positions in 13F filing: New positions in THC, CLS, IMAX; increased position in HAIN
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: THC (~0.5 mln shares), CLS (~0.36 mln), IMAX (~0.19 mln), DBD (~0.18 mln), NCR (~0.11 mln), GIMO (~0.1 mln), DXCM (~0.06 mln), XPER (~0.05 mln)
- Increased positions in: HAIN (to ~10.35 mln shares from ~8.04 mln shares), CCRN (to ~0.57 mln from ~0.27 mln), RT (to ~2.31 mln from ~2.02 mln), FNSR (to ~0.23 mln from ~0.15 mln), BSFT (to ~0.16 mln from ~0.1 mln)
- Maintained positions in: RCII (~8.98 mln shares), STKL (~6.76 mln shares), JMBA (~2.83 mln shares), TIVO (~2.53 mln shares),MED (~0.79 mln shares)
- Closed positions in: TRS (from ~0.32 mln shares), HMHC (from ~0.21 mln), GTS (from ~0.2 mln), AJRD (from ~0.17 mln)
- Decreased positions in: MX (to ~1.48 mln shares from ~2.31 mln shares), BHE (to ~0.77 mln from ~0.92 mln)