Engaged Capital·CIK 1559771
7
Positions
$651.3M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| EVH | 29.02% | $189,015,000 |
| VYX |
21.27% |
| $138,516,000 |
| NEWR | 18.68% | $121,640,000 |
| BRCC | 13.94% | $90,780,000 |
| STKL | 7.28% | $47,395,000 |
| UPBD | 7.04% | $45,819,000 |
| QUOT | 2.78% | $18,138,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDHAIN | $42,355,000 | 4.29% |