Loading…
CIK 0001559771 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("engaged-capital-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKLINE INC | COM | $59.9M | 15.3%Prev: 5.9% | 1,083,619 SH | Increased+629,825 SH |
| BRC INC | COM CL A | $15.5M | 3.9%Prev: 5.3% | 13,935,560 SH | Decreased |
| COGNEX CORP | COM | $33.6M | 8.6%Prev: 9.5% | 933,000 SH | Decreased+78,000 SH |
| EVOLENT HEALTH INC | CL A | $22.3M | 5.7%Prev: 11.8% | 5,563,912 SH | Decreased-100,000 SH |
| FRESHPET INC | COM | $24.4M | 6.2%Prev: 8.4% | 401,130 SH | Decreased-218,000 SH |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | $43.7M | 11.1%Prev: 12.7% | 829,769 SH | Decreased-148,708 SH |
| PORTILLOS INC | COM CL A | $7.0M | 1.8%Prev: 8.0% | 1,534,990 SH | Decreased-3,534,311 SH |
| V F CORP | COM | $95.9M | 24.5%Prev: 20.8% | 5,306,548 SH | Increased-555,820 SH |
| YETI HLDGS INC | COM | $89.8M | 22.9%Prev: 17.7% | 2,032,695 SH | Increased-136,856 SH |
| 13F-HR |
| 0000921895-26-002154 |
| $327.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000921895-25-002274 | $357.6M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000921895-26-001375 | $303.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000921895-25-001519 | $392.2M | View |