Engaged Capital·CIK 1559771
9
Positions
$812.0M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2021
Portfolio Value Over Time
| 3 | VYX | 11.89% | $96,563,000 | ▲ +7.2% |
| 4 | EVH | 26.68% | $216,648,000 | ▲ +9.1% |
| 5 | STKL | 8.41% | $68,314,000 | ▲ +2.1% |
| 6 | UPBD | 13.94% | $113,169,000 | ▲ +4.4% |
| 7 | SBEA | 1.79% | $14,555,000 | NEW |
| 8 | SBEAW | 0.30% | $2,457,000 | NEW |