Universe · entity
Engaged Capital LLC
Institutional manager (13F) · CIK 1559771
13F holdings · as of 2026-03-31 · top 8 · reported portfolio $303M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | V F CORP | $79M | 4,678,989 |
| 2 | YETI HLDGS INC | $65M | 1,784,095 |
| 3 | BLACKLINE INC | $51M | 1,367,619 |
| 4 | GXO LOGISTICS INCORPORATED | $43M | 821,769 |
| 5 | COGNEX CORP | $24M | 484,000 |
| 6 | PORTILLOS INC | $18M | 3,442,990 |
| 7 | EVOLENT HEALTH INC | $13M | 5,563,912 |
| 8 | BRC INC | $11M | 13,935,560 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.