Engaged Capital LLC
8 holdingsFiling period: 2026-03-31Current AUM: $317.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VFC | V F CORP | 4.68M | $79.5M | $67.0M | 21.11% | -627,559 | 2026-03-31 |
| 2 | YETI | YETI HLDGS INC | 1.78M | $65.3M | $87.3M | 27.51% | -248,600 | 2026-03-31 |
| 3 | BL | BLACKLINE INC | 1.37M | $50.6M | $42.9M | 13.53% | +284.0K | 2026-03-31 |
| 4 | GXO | GXO LOGISTICS INCORPORATED | 821.8K | $42.6M | $41.2M | 12.99% | -8,000 | 2026-03-31 |
| 5 | CGNX | COGNEX CORP | 484.0K | $23.7M | $31.6M | 9.95% | -449,000 | 2026-03-31 |
| 6 | PTLO | PORTILLOS INC | 3.44M | $18.2M | $15.7M | 4.96% | +1.91M | 2026-03-31 |
| 7 | EVH | EVOLENT HEALTH INC | 5.56M | $12.7M | $17.2M | 5.42% | -- | 2026-03-31 |
| 8 | BRCC | BRC INC | 13.94M | $10.8M | $14.4M | 4.52% | -- | 2026-03-31 |
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