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Portfolio (Quarterly) Guide ↗

Engaged Capital LLC

· CIK 0001559771
13F Portfolio $327M AUM 10 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 Q3 2025 · All 2 New 1 Added 4 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VFC V F CORP Consumer Cyclical 4,521,894.0 $75.4M 23.06% -157K -3.4% $16.68 -19.4%
2 YETI YETI HLDGS INC Consumer Cyclical 1,194,095.0 $59.2M 18.09% -590K -33.1% $49.56 -17.2%
3 GXO GXO LOGISTICS INCORPORATED Industrials 984,769.0 $49.9M 15.27% +163K +19.8% $50.70 -5.9%
4 EVH EVOLENT HEALTH INC Healthcare 5,563,912.0 $30.2M 9.22% $5.42 -17.0%
5 FRPT FRESHPET INC Consumer Defensive 484,741.0 $28.7M 8.76% NEW $59.12 +18.2%
6 CGNX COGNEX CORP Technology 339,000.0 $24.6M 7.51% -145K -30.0% $72.42 -15.8%
7 BL BLACKLINE INC Technology 827,619.0 $23.2M 7.10% -540K -39.5% $28.07 +18.3%
8 PTLO PORTILLOS INC Consumer Cyclical 3,442,990.0 $16.3M 4.99% $4.74 -3.6%
9 BRCC BRC INC Consumer Defensive 13,935,560.0 $15.5M 4.73% $1.11 +624.3%
10 EVOLENT HEALTH INC 5,500,000.0 $4.2M 1.27% NEW $0.76

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 46.7%
Industrials 15.5%
Technology 14.8%
Consumer Defensive 13.7%
Healthcare 9.3%