Engaged Capital·CIK 1559771
9
Positions
$505.7M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| NEWR | 27.57% | $139,455,000 |
20.25% |
| $102,434,000 |
| VYX | 16.74% | $84,641,000 |
| EVH | 15.93% | $80,555,000 |
| UPBD | 8.88% | $44,905,000 |
| STKL | 3.58% | $18,126,000 |
| FRPT | 2.92% | $14,792,000 |
| QUOT | 2.79% | $14,108,000 |
| IWM | 1.33% | $6,729,000 |