Engaged Capital·CIK 1559771
9
Positions
$591.4M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| NEWR | 24.89% | $147,211,383 |
| VYX |
20.79% |
| $122,959,995 |
| BRCC | 13.79% | $81,577,360 |
| UPBD | 13.74% | $81,275,071 |
| EVH | 13.23% | $78,232,059 |
| BRBR | 6.77% | $40,026,168 |
| QUOT | 4.70% | $27,807,525 |
| STKL | 1.53% | $9,036,522 |
| IWM | 0.55% | $3,277,968 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDFRPT | $14,792,000 | 2.92% |