ENGAGED CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRCC | 13.94M | $21.74M |
 | VFC | 5.86M | $84.59M |
 | EVH | 5.66M | $47.92M |
 | PTLO | 5.07M | $32.70M |
 | YETI | 2.17M | $71.99M |
 | GXO | 978K | $51.75M |
 | CGNX | 855K | $38.73M |
 | FRPT | 619K | $34.12M |
 | BL | 454K | $24.10M |
BRC Inc.
BRCC
Shares Held
13.94M
Value
$21.74M
V.F. Corporation
VFC
Shares Held
5.86M
Value
$84.59M
Evolent Health, Inc.
EVH
Shares Held
5.66M
Value
$47.92M
Portillo's Inc.
PTLO
Shares Held
5.07M
Value
$32.70M
YETI Holdings, Inc.
YETI
Shares Held
2.17M
Value
$71.99M
GXO Logistics, Inc.
GXO
Shares Held
978K
Value
$51.75M
Cognex Corporation
CGNX
Shares Held
855K
Value
$38.73M
Freshpet, Inc.
FRPT
Shares Held
619K
Value
$34.12M
BlackLine, Inc.
BL
Shares Held
454K
Value
$24.10M