EL

Engaged Capital LLC

CIK: 1559771

Portfolio Value

$392.02M

Total Holdings

9

Report Period

Dec 2025

Top 10 Holdings

VFC
24.5%
YETI
22.9%
BL
15.3%
GXO
11.1%
CGNX
8.6%
FRPT
6.2%
EVH
5.7%
RILY
3.9%
PTLO
1.8%
Showing top 9 of 9 total holdings

Holdings (9)

Latest 13F positions

5.31M$95.94M24.5%
-9%
YE
YETI HLDGS INC
2.03M$89.78M22.9%
-6%
BL
BLACKLINE INC
1.08M$59.91M15.3%
+139%
GX
GXO LOGISTICS INCORPORATED
829.8K$43.68M11.1%
-15%
933.0K$33.57M8.6%
+9%
FR
401.1K$24.44M6.2%
-35%
EV
EVOLENT HEALTH INC
5.56M$22.26M5.7%
-2%
13.94M$15.47M3.9%
-
PT
1.53M$6.97M1.8%
-70%