Engaged Capital LLC
10 holdingsFiling period: 2026-06-30Current AUM: $315.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VFC | V F Corp | 4.52M | $75.4M | $79.0M | 25.02% | -157,095 | 2026-06-30 |
| 2 | YETI | Yeti Hldgs Inc | 1.19M | $59.2M | $50.8M | 16.10% | -590,000 | 2026-06-30 |
| 3 | GXO | Gxo Logistics Incorporated | 984.8K | $49.9M | $47.4M | 15.01% | +163.0K | 2026-06-30 |
| 4 | EVH | Evolent Health Inc | 5.56M | $30.2M | $27.1M | 8.59% | -- | 2026-06-30 |
| 5 | FRPT | Freshpet Inc | 484.7K | $28.7M | $32.0M | 10.15% | -- | 2026-06-30 |
| 6 | CGNX | Cognex Corp | 339.0K | $24.6M | $19.2M | 6.10% | -145,000 | 2026-06-30 |
| 7 | BL | Blackline Inc | 827.6K | $23.2M | $25.8M | 8.19% | -540,000 | 2026-06-30 |
| 8 | PTLO | Portillos Inc | 3.44M | $16.3M | $15.7M | 4.99% | -- | 2026-06-30 |
| 9 | BRCC | Brc Inc | 13.94M | $15.5M | $14.7M | 4.67% | -- | 2026-06-30 |
| 10 | EVH | Evolent Health Inc | 5.50M | $4.2M | $3.7M | 1.18% | -- | 2026-06-30 |
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