ENGAGED CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRCC | 13.94M | $10.82M |
 | EVH | 5.56M | $12.69M |
 | VFC | 4.68M | $79.50M |
 | PTLO | 3.44M | $18.21M |
 | YETI | 1.78M | $65.28M |
 | BL | 1.37M | $50.60M |
 | GXO | 822K | $42.61M |
 | CGNX | 484K | $23.71M |
BRC Inc.
BRCC
Shares Held
13.94M
Value
$10.82M
Evolent Health, Inc.
EVH
Shares Held
5.56M
Value
$12.69M
V.F. Corporation
VFC
Shares Held
4.68M
Value
$79.50M
Portillo's Inc.
PTLO
Shares Held
3.44M
Value
$18.21M
YETI Holdings, Inc.
YETI
Shares Held
1.78M
Value
$65.28M
BlackLine, Inc.
BL
Shares Held
1.37M
Value
$50.60M
GXO Logistics, Inc.
GXO
Shares Held
822K
Value
$42.61M
Cognex Corporation
CGNX
Shares Held
484K
Value
$23.71M