Engaged Capital LLC
10 holdingsFiling period: 2026-06-30Current AUM: $281.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VFC | V F CORP | 4.52M | $75.4M | $59.6M | 21.16% | -157,095 | 2026-06-30 |
| 2 | YETI | YETI HLDGS INC | 1.19M | $59.2M | $48.1M | 17.08% | -590,000 | 2026-06-30 |
| 3 | GXO | GXO LOGISTICS INCORPORATED | 984.8K | $49.9M | $45.1M | 16.04% | +163.0K | 2026-06-30 |
| 4 | EVH | EVOLENT HEALTH INC | 5.56M | $30.2M | $23.3M | 8.28% | -- | 2026-06-30 |
| 5 | FRPT | FRESHPET INC | 484.7K | $28.7M | $30.9M | 10.98% | -- | 2026-06-30 |
| 6 | CGNX | COGNEX CORP | 339.0K | $24.6M | $21.8M | 7.74% | -145,000 | 2026-06-30 |
| 7 | BL | BLACKLINE INC | 827.6K | $23.2M | $23.5M | 8.34% | -540,000 | 2026-06-30 |
| 8 | PTLO | PORTILLOS INC | 3.44M | $16.3M | $14.1M | 5.00% | -- | 2026-06-30 |
| 9 | BRCC | BRC INC | 13.94M | $15.5M | $11.9M | 4.24% | -- | 2026-06-30 |
| 10 | EVH | EVOLENT HEALTH INC | 5.50M | $4.2M | $3.2M | 1.14% | -- | 2026-06-30 |
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