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	$84,593 20.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical YETI 1 stocks	$71,985 17.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive FRPT BRCC 2 stocks	$55,859 13.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials GXO 1 stocks	$51,751 12.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare EVH 1 stocks	$47,916 11.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology CGNX 1 stocks	$38,731 9.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical PTLO 1 stocks	$32,696 8.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology BL 1 stocks	$24,096 5.91% of portfolio	1	-	1	-	0 Calls 0 Puts

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