Engaged Capital LLC: 13F holdings
CIK 15597712026Q2
| Positions | 10 |
|---|---|
| Reported value | $327.1m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VFC V F CORP | 4,521,894 | $75.4m | 23.1% |
| YETI YETI HLDGS INC | 1,194,095 | $59.2m | 18.1% |
| GXO GXO LOGISTICS INCORPORATED | 984,769 | $49.9m | 15.3% |
| EVH EVOLENT HEALTH INC | 5,563,912 | $30.2m | 9.2% |
| FRPT FRESHPET INC | 484,741 | $28.7m | 8.8% |
| CGNX COGNEX CORP | 339,000 | $24.6m | 7.5% |
| BL BLACKLINE INC | 827,619 | $23.2m | 7.1% |
| PORTILLOS INC | 3,442,990 | $16.3m | 5.0% |
| BRC INC | 13,935,560 | $15.5m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1559771")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.