Engaged Capital·CIK 1559771
12
Positions
$583.9M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| 3 | BRCC | 13.49% | $78,776,740 | ▲ +4.6% |
| 4 | NATL | 11.61% | $67,800,097 | ▲ +3.6% |
| 5 | VYX | 13.30% | $77,632,458 | ▲ +1.4% |
| 6 | PTLO | 4.60% | $26,831,506 | ▲ +0% |