Engaged Capital LLC reported 10 holdings worth US$327M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Engaged Capital LLC reported 10 holdings worth US$327M as of Jun 30, 2026. Largest: V.f. Corporation, Yeti Holdings, Inc. and Gxo Logistics, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$327M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| V.f. Corporation | 4.52M | US$75.4M | 23.1% |
| Yeti Holdings, Inc. | 1.19M | US$59.2M | 18.1% |
| Gxo Logistics, Inc. | 985K | US$49.9M | 15.3% |
| Evolent Health, Inc | 5.56M | US$30.2M | 9.2% |
| Freshpet, Inc. | 485K | US$28.7M | 8.8% |
| Cognex Corporation | 339K | US$24.6M | 7.5% |
| Blackline, Inc. | 828K | US$23.2M | 7.1% |
| Portillo's Inc. | 3.44M | US$16.3M | 5.0% |
| Brc Inc. | 13.9M | US$15.5M | 4.7% |