Stock Taper 
ENGAGED CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cognex Corporation | CGNX | 339K | $24.55M |
 Freshpet, Inc. | FRPT | 484.74K | $28.66M |
 BlackLine, Inc. | BL | 827.62K | $23.23M |
 GXO Logistics, Inc. | GXO | 984.77K | $49.93M |
 YETI Holdings, Inc. | YETI | 1.19M | $59.18M |
 Portillo's Inc. | PTLO | 3.44M | $16.32M |
 V.F. Corporation | VFC | 4.52M | $75.43M |
 Evolent Health, Inc. | EVH | 5.56M | $30.16M |
 BRC Inc. | BRCC | 13.94M | $15.47M |