Hedge Fund - Engaged Capital

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No. Security Ticker Shares Value Activity % Port History
1. VFC 5,484,368 $85,117,391 +3% 21.7%
2. PTLO 5,479,771 $65,154,477 -11% 16.61%
3. GTLS 368,996 $53,268,263 +65% 13.58%
4. YETI 1,543,518 $51,090,446 NEW 13.03%
5. EVH 5,179,468 $49,049,562 -5% 12.5%