Engaged Capital
$323M 13F equity value
9 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Engaged Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VFC | V F CORP | 4,521,894 | $75M | 23.4% |
| YETI | YETI HLDGS INC | 1,194,095 | $59M | 18.3% |
| GXO | GXO LOGISTICS INCORPORATED | 984,769 | $50M | 15.5% |
| EVH | EVOLENT HEALTH INC | 5,563,912 | $30M | 9.3% |
| FRPT | FRESHPET INC | 484,741 | $29M | 8.9% |
| CGNX | COGNEX CORP | 339,000 | $25M | 7.6% |
| BL | BLACKLINE INC | 827,619 | $23M | 7.2% |
| PTLO | PORTILLOS INC | 3,442,990 | $16M | 5.1% |
| BRCC | BRC INC | 13,935,560 | $15M | 4.8% |
Track Engaged Capital's 13F portfolio: $323M in reported holdings, 9 positions. Top holdings and quarterly changes on SentiSense.
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