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Data sourced from SEC EDGAR 13F filings

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Engaged Capital LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
10
Portfolio value:
$327,075,000
Filed:
Aug 14, 2026
CIK:
1559771
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 262 new1 added3 reduced
≡BL – BLACKLINE INCReduce 39.48%−540,000−9.57
≡FRPT – FRESHPET INCBuy484,7418.76
≡YETI – YETI HLDGS INCReduce 33.07%−590,000−3.42
≡EVOLENT HEALTH INCBuy5,500,0001.27
≡GXO – GXO LOGISTICS INCORPORATEDAdd 19.84%163,0001.22
≡CGNX – COGNEX CORPReduce 29.96%−145,000−0.31
Q1 2026filed May 15, 262 added3 reduced1 exited
≡FRPT – FRESHPET INCSell−401,130−6.23
≡PTLO – PORTILLOS INCAdd 124.30%1,908,0004.22
≡VFC – V F CORPReduce 11.83%−627,5591.73
≡BL – BLACKLINE INCAdd 26.21%284,0001.39
Q4 2025filed Feb 17, 262 added5 reduced
≡BL – BLACKLINE INCAdd 138.79%629,8259.37
≡PTLO – PORTILLOS INCReduce 69.72%−3,534,311−6.24
≡YETI – YETI HLDGS INCReduce 6.31%−136,8565.24
≡VFC – V F CORPReduce 9.48%−555,8203.72
Q3 2025filed Nov 14, 252 new2 added
≡CGNX – COGNEX CORPBuy855,0009.50
≡BL – BLACKLINE INCBuy453,7945.91
≡VFC – V F CORPAdd 8.21%445,0002.95
≡GXO – GXO LOGISTICS INCORPORATEDAdd 9.08%81,4770.48
Q2 2025filed Aug 14, 251 new2 added1 reduced3 exited
≡GTLS – CHART INDS INCSell−368,996−13.58
≡FRPT – FRESHPET INCBuy619,13011.77
≡YETI – YETI HLDGS INCAdd 40.10%619,0006.04
≡EVH – EVOLENT HEALTH INCAdd 13.03%675,000
Q1 2025filed May 15, 252 new1 added3 reduced1 exited
≡VYX – NCR VOYIX CORPORATIONReduce 92.52%−5,339,354−15.35
≡YETI – YETI HLDGS INCBuy1,543,51813.03
≡NATL – NCR ATLEOS CORPORATIONReduce 64.90%−1,431,780−10.18
≡GXO – GXO LOGISTICS INCORPORATEDBuy912,000
Q4 2024filed Feb 14, 251 new1 added3 reduced2 exited
≡GTLS – CHART INDS INCBuy224,7968.82
≡EVH – EVOLENT HEALTH INCAdd 35.48%1,415,300−5.80
≡BL – BLACKLINE INCSell−609,713−5.45
≡PRAA – PRA GROUP INCReduce 63.61%−1,083,567
Q3 2024filed Nov 14, 241 new5 added4 exited
≡PTLO – PORTILLOS INCAdd 121.52%3,354,5138.76
≡ENVESTNET INCSell−692,483−7.42
≡UPBD – UPBOUND GROUP INCSell−1,167,051−6.14
≡BRCC – BRC INCAdd 5.33%684,542−5.98
Q2 2024filed Aug 14, 241 new4 added3 reduced
≡SHAK – SHAKE SHACK INCReduce 65.55%−507,905−8.95
≡ENVESTNET INCAdd 479.80%573,0496.30
≡SMAR 12/21/18 P22.5 – SMARTSHEET INCBuy671,4965.07
≡EVH – EVOLENT HEALTH INCAdd 26.06%850,000−3.87
Q1 2024filed May 15, 242 new1 added4 reduced
≡PTLO – PORTILLOS INCBuy1,990,0004.57
≡UPBD – UPBOUND GROUP INCReduce 30.51%−731,208−2.42
≡NEVRO CORPReduce 13.02%−282,207−2.42
≡SHAK – SHAKE SHACK INCReduce 43.33%−592,443−1.78
Q4 2023filed Feb 14, 243 new1 added1 reduced1 exited
≡NATL – NCR ATLEOS CORPORATIONBuy2,509,2568.93
≡UPBD – UPBOUND GROUP INCReduce 34.64%−1,270,457−7.76
≡PRAA – PRA GROUP INCBuy2,010,7507.72
≡NEVRO CORPBuy2,168,1636.83
Q3 2023filed Nov 14, 232 new1 added2 reduced3 exited
≡NEW RELIC INCSell−1,999,703−18.93
≡VFC – V F CORPBuy5,196,28416.74
≡SHAK – SHAKE SHACK INCReduce 26.73%−498,832−6.51
≡EVH – EVOLENT HEALTH INCAdd 62.13%1,085,5586.40
≡YETI – YETI HLDGS INCReduce 12.23%−248,600−1.39
≡CGNX – COGNEX CORPReduce 48.12%−449,000−0.75
≡
FRPT – FRESHPET INC
Reduce 35.21%
−218,000
−2.14
≡GXO – GXO LOGISTICS INCORPORATEDReduce 15.20%−148,708−1.55
≡CGNX – COGNEX CORPAdd 9.12%78,000−0.94
5.93
≡NATL – NCR ATLEOS CORPORATIONSell−774,261−5.21
≡VYX – NCR VOYIX CORPORATIONSell−431,679−1.07
≡PTLO – PORTILLOS INCReduce 11.82%−647,860−0.84
9.09
≡PTLO – PORTILLOS INCReduce 10.39%−635,1854.79
≡GTLS – CHART INDS INCAdd 64.15%144,2004.76
≡PRAA – PRA GROUP INCSell−619,945−2.66
−3.52
≡NEVRO CORPSell−2,442,956−2.21
≡NATL – NCR ATLEOS CORPORATIONReduce 26.67%−802,1821.46
≡VYX – NCR VOYIX CORPORATIONReduce 19.52%−1,399,9960.64
≡
BL – BLACKLINE INC
Buy
609,713
5.45
≡SMAR 12/21/18 P22.5 – SMARTSHEET INCSell−671,496−5.07
≡SHAK – SHAKE SHACK INCSell−266,883−4.11
≡VYX – NCR VOYIX CORPORATIONAdd 14.08%885,0002.49
≡NATL – NCR ATLEOS CORPORATIONAdd 19.89%498,9672.31
≡NEVRO CORPAdd 29.53%557,000−0.50
≡UPBD – UPBOUND GROUP INCReduce 29.94%−498,657−3.37
≡PRAA – PRA GROUP INCReduce 8.08%−149,737−2.10
≡VYX – NCR VOYIX CORPORATIONAdd 7.71%450,0001.35
≡PTLO – PORTILLOS INCAdd 38.72%770,4430.02
≡
ENVESTNET INC
Buy
119,434
1.12
≡VYX – NCR VOYIX CORPORATIONAdd 16.29%817,516−0.49
≡PRAA – PRA GROUP INCReduce 7.83%−157,5010.12
≡PRIMO WATER CORPORATIONSell−878,751−2.21
≡EVH – EVOLENT HEALTH INCAdd 15.13%428,6481.72
≡QUOTIENT TECHNOLOGY INCSell−7,505,432−4.17
≡PRIMO WATER CORPORATIONBuy878,7512.21
≡BRCC – BRC INCReduce 6.74%−900,432−1.82
≡KTOS – KRATOS DEFENSE & SEC SOLUTIOSell−855,173−1.77