Glenn Welling Portfolio Holdings by Sector

Engaged Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Leisure \| Consumer Cyclical YETI 1 stocks	$68,162 19.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare EVH 1 stocks	$65,921 18.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC 1 stocks	$63,654 17.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive FRPT BRCC 2 stocks	$59,807 16.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical PTLO 1 stocks	$56,388 15.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials GXO 1 stocks	$43,683 12.22% of portfolio	-	1	-	-	0 Calls 0 Puts

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