Engaged Capital LLC

CIK Number: 0001559771

357.62B
Market Value
9
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VFC V.F. Corporatio...
12.95
-0.99% 5.48M +2.68% 85.12M 17.64 21.70% Share
2 PTLO Portillo's Inc.
7.70
-4.59% 5.48M -10.39% 65.15M 13.1 16.61% Share
3 GTLS Chart Industrie...
198.55
-0.12% 369K +64.15% 53.27M 172.68 13.58% Share
4 YETI YETI Holdings, ...
33.91
-4.11% 1.54M +100.00% 51.09M 33.1 13.03% Share
5 EVH Evolent Health,...
8.82
-1.62% 5.18M -4.17% 49.05M 18.46 12.50% Share
6 GXO GXO Logistics, ...
53.62
-0.33% 912K +100.00% 35.64M 39.08 9.09% Share
7 BRCC BRC Inc.
1.57
-0.32% 13.54M 0.00% 28.29M 17.45 7.21% Share
8 NATL NCR Atleos Corp...
38.53
+0.10% 774.26K -64.9% 20.43M 24.99 5.21% Share
9 VYX NCR Voyix Corpo...
12.63
-0.59% 431.68K -92.52% 4.21M 27.51 1.07% Share