Engaged Capital LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$407.6M
Holdings
9
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VFCV F CORP | 5,862,368 | $84.6M | 20.75% | |
| 2 | YETIYETI HLDGS INC | 2,169,551 | $72.0M | 17.66% | |
| 3 | GXOGXO LOGISTICS INCORPORATED | 978,477 | $51.8M | 12.70% | |
| 4 | EVHEVOLENT HEALTH INC | 5,663,912 | $47.9M | 11.75% | |
| 5 | CGNXCOGNEX CORP | 855,000 | $38.7M | 9.50% | |
| 6 | FRPTFRESHPET INC | 619,130 | $34.1M | 8.37% | |
| 7 | PTLOPORTILLOS INC | 5,069,301 | $32.7M | 8.02% | |
| 8 | BLBLACKLINE INC | 453,794 | $24.1M | 5.91% | |
| 9 | BRCCBRC INC | 13,935,560 | $21.7M | 5.33% |