Engaged Capital LLC

CIK 1559771 · View on SEC EDGAR ↗

Portfolio value
$327.1M
#4,918 of 9,443 by 13F value · top 52.1%
Positions
10
As of
June 30, 2026

Portfolio value QoQ: +7.8% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
10
Effective number of positions
7.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 13.03% Est. buys $41,081,913 · sells $57,519,444

Median holding: 4.5 quarters Tracked Q4 2024–Q2 2026 · 71.4% still held

New positions
2
Increased
1
Decreased
4
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-24.5%
S&P 500 total return (same window)
+28.1%
Excess return
-52.5%

Annualized: -17.1% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Consumer Discretionary
46.1%
Logistics & Transportation
15.3%
Consumer Staples
13.5%
Health Care
9.2%
Industrials
7.5%
Technology
7.1%
Other/Unmapped
1.3%

Full portfolio 10 positions

Type Streak 8Q trend
VFC V.F. Corporation Common Stock $75,425,192 23.06% 4,521,894 $-4,070,831 Down ×3
YETI YETI Holdings, Inc. Common Stock $59,179,348 18.09% 1,194,095 $-6,100,688 Down ×3
GXO GXO Logistics, Inc. Common Stock $49,927,788 15.26% 984,769 $7,319,065 Up ×1
EVH Evolent Health, Inc Class A Common Stock $30,156,403 9.22% 5,563,912 $17,470,684
FRPT Freshpet, Inc. - Common Stock $28,657,888 8.76% 484,741
CGNX Cognex Corporation - Common Stock $24,550,380 7.51% 339,000 $839,220 Down ×2
BL BlackLine, Inc. - Common Stock $23,231,265 7.10% 827,619 $-27,370,638 Down ×1
PTLO Portillo's Inc. - Class A Common Stock $16,319,773 4.99% 3,442,990 $-1,893,644
BRCC BRC Inc. Class A Common Stock $15,468,472 4.73% 13,935,560 $4,651,690
Unknown issuer (CUSIP: 30050BAH4) $4,159,925 1.27% 5,500,000 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
FRPT $28,657,888 484,741 8.76%
Unknown issuer (CUSIP: 30050BAH4) $4,159,925 5,500,000 1.27%

Top movers (QoQ)

Security Action Shares Δ Value Δ
BL Trimmed -540K -$27.4M
EVH Price move only +0 +$17.5M
GXO Bought more +163K +$7.3M
YETI Trimmed -590K -$6.1M
BRCC Price move only +0 +$4.7M
VFC Trimmed -157K -$4.1M
PTLO Price move only +0 -$1.9M
CGNX Trimmed -145K +$839K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
GTLS June 30, 2025 368,996 $53,268,263 No longer tracked
FRPT March 31, 2026 401,130 $24,440,851 24.8%
NATL June 30, 2025 774,261 $20,425,005 61.7%
PRAA March 31, 2025 619,945 $12,950,651 -5.4%
VYX June 30, 2025 431,679 $4,208,870 -35.0%