Glenn Welling Portfolio Holdings by Sector
Engaged Capital LLC
- $546 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Information Technology Services | Technology
NCR 1 stocks |
$112,943
20.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
EVH 1 stocks |
$112,822
20.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
VFC 1 stocks |
$106,560
19.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
PTLO 1 stocks |
$82,490
15.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
BRCC 1 stocks |
$46,291
8.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PRAA 1 stocks |
$38,090
6.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
BL 1 stocks |
$33,625
6.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
NVRO 1 stocks |
$13,631
2.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|