EL
Engaged Capital LLC
CIK: 1559771
Latest Filing
Filed: February 17, 2026
Portfolio Value
$392.02M
Total Holdings
9
Report Period
Dec 2025
Top 10 Holdings
Showing top 9 of 9 total holdings
Holdings (9)
Latest 13F positions
VF V F CORP | 5.31M | $95.94M | 24.5% | -9% |
YE YETI HLDGS INC | 2.03M | $89.78M | 22.9% | -6% |
BL BLACKLINE INC | 1.08M | $59.91M | 15.3% | +139% |
GX GXO LOGISTICS INCORPORATED | 829.8K | $43.68M | 11.1% | -15% |
CG COGNEX CORP | 933.0K | $33.57M | 8.6% | +9% |
FR FRESHPET INC | 401.1K | $24.44M | 6.2% | -35% |
EV EVOLENT HEALTH INC | 5.56M | $22.26M | 5.7% | -2% |
RI BRC INC | 13.94M | $15.47M | 3.9% | - |
PT PORTILLOS INC | 1.53M | $6.97M | 1.8% | -70% |