Engaged Capital·CIK 1559771
9
Positions
$616.5M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| 3 | EVH | 18.30% | $112,822,155 | ▲ +4.8% |
| 4 | BL | 5.45% | $33,619,575 | NEW |
| 5 | VYX | 15.78% | $97,310,864 | ▲ +2.5% |
| 6 | NATL | 13.92% | $85,824,602 | ▲ +2.3% |
| 7 | PRAA | 6.18% | $38,090,528 | ▲ +0.4% |