Engaged Capital·CIK 1559771
16
Positions
$133.9M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2015
Portfolio Value Over Time
| 3 | WEB | 4.32% | $5,786,000 | NEW |
| 4 | BHE | 4.17% | $5,592,000 | NEW |
| 5 | BDBD | 2.92% | $3,914,000 | NEW |
| 6 | STKL | 2.59% | $3,463,000 | NEW |
| 7 | BGFV | 2.37% | $3,174,000 | NEW |
| 8 | RTKXXXX | 9.50% | $12,728,000 | ▲ +1.4% |
| 9 | UTIW | 3.02% | $4,043,000 | ▲ +1.6% |
| 10 | HMSY | 1.44% | $1,927,000 | NEW |
| 11 | TEX | 2.37% | $3,178,000 | ▲ +1.2% |
| 12 | AWI | 1.34% | $1,799,000 | ▲ +0.2% |