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
| Ticker | % Portfolio | Value |
|---|---|---|
| JMBA | 17.37% | $23,270,000 |
16.47% |
| $22,066,000 |
| MED | 13.84% | $18,542,000 |
| RTKXXXX | 9.50% | $12,728,000 |
| PKT | 8.40% | $11,253,000 |
| ROVI | 7.48% | $10,016,000 |
| WEB | 4.32% | $5,786,000 |
| BHE | 4.17% | $5,592,000 |
| UTIW | 3.02% | $4,043,000 |
| BDBD | 2.92% | $3,914,000 |
| STKL | 2.59% | $3,463,000 |
| ANF | 2.38% | $3,194,000 |
| TEX | 2.37% | $3,178,000 |
| BGFV | 2.37% | $3,174,000 |
| HMSY | 1.44% | $1,927,000 |
| AWI | 1.34% | $1,799,000 |