Glenn Welling - Engaged Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $303,413,763
Holdings Activity Buys Sells    History
Holding/activity history for  Benchmark Electronics (BHE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q2 0 0.00 Sell 100.00% 1.27 SEC
2019   Q1 343,873 1.27 Reduce 84.63% 7.43 $26.25 $9,027,000 SEC
2018   Q4 2,236,787 8.78 Reduce 1.41% 0.11 $21.18 $47,375,000 SEC
2018   Q3 2,268,787 7.45 Add 65.98% 2.96 $23.40 $53,090,000 SEC
2018   Q2 1,366,874 5.07 Add 25.09% 1.02 $29.15 $39,844,000 SEC
2018   Q1 1,092,710 4.43 Add 14.85% 0.57 $29.85 $32,617,000 SEC
2017   Q4 951,462 3.59 Add 23.60% 0.69 $29.10 $27,688,000 SEC
2017   Q3 769,782 3.23 Reduce 16.51% 0.73 $34.15 $26,288,000 SEC
2017   Q2 922,005 4.42 Add 4.22% 0.18 $32.30 $29,781,000 SEC
2017   Q1 884,668 8.68 Reduce 63.57% 15.35 $31.80 $28,132,000 SEC
2016   Q4 2,428,221 24.15 $30.50 $74,061,000 SEC
2016   Q3 2,428,221 22.06 $24.95 $60,584,000 SEC
2016   Q2 2,428,221 18.08 $21.15 $51,357,000 SEC
2016   Q1 2,428,221 18.89 Add 187.78% 12.33 $23.05 $55,970,000 SEC
2015   Q4 843,768 10.83 Add 34.72% 2.79 $20.67 $17,441,000 SEC
2015   Q3 626,301 7.82 Add 36.29% 2.08 $21.76 $13,628,000 SEC
2015   Q2 459,544 6.19 Add 97.48% 3.06 $21.78 $10,009,000 SEC
2015   Q1 232,699 4.61 Buy 4.61 $24.03 $5,592,000 SEC