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
| Ticker | % Portfolio | Value |
|---|---|---|
| EVH | 18.30% | $112,822,155 |
| VFC |
17.28% |
| $106,560,292 |
| VYX | 15.78% | $97,310,864 |
| NATL | 13.92% | $85,824,602 |
| PTLO | 13.36% | $82,368,457 |
| BRCC | 7.51% | $46,291,615 |
| PRAA | 6.18% | $38,090,528 |
| BL | 5.45% | $33,619,575 |
| NVRO | 2.21% | $13,656,124 |