Engaged Capital·CIK 1559771
7
Positions
$548.5M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| VYX | 24.67% | $135,349,296 |
| UPBD |
19.69% |
| $108,004,135 |
| VFC | 16.74% | $91,818,338 |
| SHAK | 14.47% | $79,395,104 |
| EVH | 14.06% | $77,137,416 |
| BRCC | 8.15% | $44,699,155 |
| PRMW | 2.21% | $12,126,764 |