Engaged Capital·CIK 1559771
12
Positions
$144.1M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2014
Portfolio Value Over Time
| ▼ -8.2% |
| 3 | TKR | 6.95% | $9,888,000 | SOLD |
| 4 | LXU | 3.73% | $5,303,000 | SOLD |
| 5 | ANF | 8.89% | $12,815,000 | ▼ -3.1% |
| 6 | QEP | 2.03% | $2,893,000 | SOLD |
| 7 | OSIS | 1.72% | $2,449,000 | SOLD |
| 8 | ROVI | 6.47% | $9,332,000 | ▼ -1.4% |
| 9 | 6107SC | 0.90% | $1,287,000 | SOLD |
| 10 | AVAV | 0.55% | $795,000 | ▼ -0.9% |
| 11 | MED | 11.77% | $16,969,000 | ▼ -0.5% |
| 12 | UTIW | 1.11% | $1,603,000 | ▼ -0.2% |