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	$114,625 27.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology NCR 1 stocks	$90,893 21.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare EVH 1 stocks	$60,803 14.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical PTLO 1 stocks	$57,480 13.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GTLS 1 stocks	$42,900 10.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive BRCC 1 stocks	$42,637 10.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PRAA 1 stocks	$12,950 3.07% of portfolio	-	1	-	-	0 Calls 0 Puts

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