Hedge Fund - Engaged Capital

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No. Security Ticker Shares Value Activity % Port History
1. VFC 4,678,989 $79,496,023 -12% 26.2%
2. YETI 1,784,095 $65,280,036 -13% 21.52%
3. BL 1,367,619 $50,601,903 +27% 16.68%
4. GXO 821,769 $42,608,723 -1% 14.04%
5. CGNX 484,000 $23,711,160 -49% 7.81%