Glenn Welling Portfolio Holdings by Sector
Engaged Capital LLC
- $572 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Restaurants | Consumer Cyclical
SHAK PTLO 2 stocks |
$108,819
19.04% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Health Information Services | Healthcare
EVH 1 stocks |
$106,943
18.71% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
NCR 1 stocks |
$91,917
16.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
VFC 1 stocks |
$81,936
14.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
BRCC 1 stocks |
$55,002
9.62% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PRAA 1 stocks |
$48,332
8.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
RCII 1 stocks |
$44,407
7.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
NVRO 1 stocks |
$27,233
4.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
ENV 1 stocks |
$6,916
1.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|