Engaged Capital·CIK 1559771
8
Positions
$691.3M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| SHAK | 20.98% | $145,030,416 |
| VYX |
19.15% |
| $132,361,891 |
| NEWR | 18.93% | $130,860,564 |
| UPBD | 17.37% | $120,096,925 |
| BRCC | 9.97% | $68,893,482 |
| EVH | 7.66% | $52,941,736 |
| QUOT | 4.17% | $28,820,859 |
| KTOS | 1.77% | $12,263,181 |