Engaged Capital·CIK 1559771
12
Positions
$712.4M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2019
Portfolio Value Over Time
| 3 | APOG | 8.89% | $63,333,000 | ▼ -0.5% |
| 4 | PETX | 1.22% | $8,702,000 | ▼ -2.7% |
| 5 | ANIK | 2.34% | $12,601,000 | SOLD |
| 6 | GRPNXXXX | 1.45% | $7,825,000 | SOLD |
| 7 | VYX | 4.12% | $29,377,000 | ▼ -0.5% |
| 8 | STKL | 4.24% | $30,212,000 | ▼ -0.7% |
| 9 | DFRG | 2.99% | $21,332,000 | ▼ -1.4% |
| 10 | ASTE | 0.41% | $2,222,000 | SOLD |
| 11 | BW | 0.27% | $1,474,000 | SOLD |
| 12 | MGLN | 2.11% | $15,001,000 | ▼ -0.6% |
| 13 | INWK | 1.31% | $9,348,000 | ▼ -0.5% |
| 14 | TIVO | 3.30% | $23,533,000 | ▼ -1.1% |