Engaged Capital·CIK 1559771
11
Positions
$617.1M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| EVH | 17.33% | $106,943,208 |
13.28% |
| $81,936,585 |
| SHAK | 13.06% | $80,601,196 |
| VYX | 11.94% | $73,709,046 |
| UPBD | 9.50% | $58,649,579 |
| BRCC | 8.91% | $55,002,357 |
| NATL | 8.03% | $49,557,806 |
| PRAA | 7.83% | $48,332,734 |
| PTLO | 4.57% | $28,218,200 |
| NVRO | 4.41% | $27,233,205 |
| ENV | 1.12% | $6,916,423 |