Engaged Capital·CIK 1559771
7
Positions
$357.6M
Portfolio Value
49
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| YETI | 19.06% | $68,162,567 |
| EVH |
18.43% |
| $65,921,310 |
| VFC | 17.80% | $63,654,074 |
| PTLO | 15.77% | $56,388,401 |
| GXO | 12.22% | $43,683,900 |
| FRPT | 11.77% | $42,076,075 |
| BRCC | 4.96% | $17,731,584 |