Engaged Capital·CIK 1559771
9
Positions
$682.7M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| EVH | 15.78% | $107,725,958 |
| SHAK |
14.84% |
| $101,339,162 |
| VFC | 14.71% | $100,417,718 |
| VYX | 12.43% | $84,863,055 |
| UPBD | 11.93% | $81,423,237 |
| NATL | 8.93% | $60,949,828 |
| PRAA | 7.72% | $52,681,650 |
| NVRO | 6.83% | $46,658,868 |
| BRCC | 6.83% | $46,649,195 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDPRMW | $12,126,764 | 2.21% |