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
| Ticker | % Portfolio | Value |
|---|---|---|
| BRCC | 13.49% | $78,776,740 |
13.46% |
| $78,611,077 |
| VYX | 13.30% | $77,632,458 |
| VFC | 12.35% | $72,108,468 |
| NATL | 11.61% | $67,800,097 |
| ENV | 7.42% | $43,342,511 |
| UPBD | 6.14% | $35,828,466 |
| PRAA | 5.74% | $33,491,046 |
| SMAR | 5.07% | $29,599,544 |
| PTLO | 4.60% | $26,831,506 |
| SHAK | 4.11% | $24,019,470 |
| NVRO | 2.72% | $15,879,750 |