Engaged Capital·CIK 1559771
8
Positions
$960.8M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| NEWR | 100.00% | $40,128,000 |
| BRCC |
33.87% |
| $334,442,000 |
| EVH | 23.37% | $230,829,000 |
| VYX | 18.12% | $178,944,000 |
| UPBD | 6.01% | $59,341,000 |
| HAIN | 4.29% | $42,355,000 |
| QUOT | 3.95% | $38,964,000 |
| STKL | 3.63% | $35,804,000 |