Glenn Welling Portfolio Holdings by Sector

Engaged Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Apparel Manufacturing \| Consumer Cyclical VFC 1 stocks	$85,117 22.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical PTLO 1 stocks	$65,154 17.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GTLS 1 stocks	$53,268 14.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical YETI 1 stocks	$51,090 13.65% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare EVH 1 stocks	$49,049 13.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials GXO 1 stocks	$35,640 9.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive BRCC 1 stocks	$28,289 7.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology NCR 1 stocks	$6,798 1.82% of portfolio	-	1	-	-	0 Calls 0 Puts

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