ENGAGED CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRCC | 13.94M | $15.47M |
 | EVH | 5.56M | $22.26M |
 | VFC | 5.31M | $95.94M |
 | YETI | 2.03M | $89.78M |
 | PTLO | 1.53M | $6.97M |
 | BL | 1.08M | $59.91M |
 | CGNX | 933K | $33.57M |
 | GXO | 830K | $43.68M |
 | FRPT | 401K | $24.44M |
BRC Inc.
BRCC
Shares Held
13.94M
Value
$15.47M
Evolent Health, Inc.
EVH
Shares Held
5.56M
Value
$22.26M
V.F. Corporation
VFC
Shares Held
5.31M
Value
$95.94M
YETI Holdings, Inc.
YETI
Shares Held
2.03M
Value
$89.78M
Portillo's Inc.
PTLO
Shares Held
1.53M
Value
$6.97M
BlackLine, Inc.
BL
Shares Held
1.08M
Value
$59.91M
Cognex Corporation
CGNX
Shares Held
933K
Value
$33.57M
GXO Logistics, Inc.
GXO
Shares Held
830K
Value
$43.68M
Freshpet, Inc.
FRPT
Shares Held
401K
Value
$24.44M