Holdings
Engaged Capital LLC
As of Jun 30, 2026, Engaged Capital LLC reported 9 positions worth US$323M. Largest: V.f. Corporation, Yeti Holdings, Inc. and Gxo Logistics, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| V.f. Corporation | 4.52M | US$75.4M | −157K | Jun 30, 2026 |
| Yeti Holdings, Inc. | 1.19M | US$59.2M | −590K | Jun 30, 2026 |
| Gxo Logistics, Inc. | 985K | US$49.9M | +163K | Jun 30, 2026 |
| Evolent Health, Inc | 5.56M | US$30.2M | no change | Jun 30, 2026 |
| Freshpet, Inc. | 485K | US$28.7M | new | Jun 30, 2026 |
| Cognex Corporation | 339K | US$24.6M | −145K | Jun 30, 2026 |
| Blackline, Inc. | 828K | US$23.2M | −540K | Jun 30, 2026 |
| Portillo's Inc. | 3.44M | US$16.3M | no change | Jun 30, 2026 |
| Brc Inc. | 13.9M | US$15.5M | no change | Jun 30, 2026 |