account_balance
Investment manager · 13F filer · SEC CIK 1559771
Engaged Capital LLC
Reported value$327Mas of Jun 30, 2026
Positions10 2 new, 0 sold out
Top 10 weight100.0%VFC alone is 23%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 10 stocks.
VFCV F Corp
23.1%Trimmed −3%
YETIYeti Hldgs Inc
18.1%Trimmed −33%
GXOGxo Logistics Incorporated
15.3%Added +20%
EVHEvolent Health Inc
9.2%
FRPTFreshpet Inc
8.8%New
CGNXCognex Corp
7.5%Trimmed −30%
BLBlackline Inc
7.1%Trimmed −39%
PTLOPortillos Inc
5.0%
BRCCBRC Inc
4.7%
Evolent Health Inc1.3%
VFCV F Corp
23.1%Trimmed −3%
YETIYeti Hldgs Inc
18.1%Trimmed −33%
GXOGxo Logistics Incorporated
15.3%Added +20%
EVHEvolent Health Inc
9.2%
FRPT8.8%CGNX7.5%BL7.1%PTLO5.0%BRCC4.7%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 10 as a list
VFC V F Corp 23.1% Trimmed −3%YETI Yeti Hldgs Inc 18.1% Trimmed −33%GXO Gxo Logistics Incorporated 15.3% Added +20%EVH Evolent Health Inc 9.2% HeldFRPT Freshpet Inc 8.8% NewCGNX Cognex Corp 7.5% Trimmed −30%BL Blackline Inc 7.1% Trimmed −39%PTLO Portillos Inc 5.0% HeldBRCC BRC Inc 4.7% Held
Evolent Health Inc 1.3% New
What changed