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CIK 0001559771 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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=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 | |||||
|---|---|---|---|---|---|
| BRC INC | COM CL A | $17.7M | 5.0%Prev: 3.6% | 13,535,560 SH | Increased-400,000 SH |
| EVOLENT HEALTH INC | CL A | $65.9M | 18.4%Prev: 4.2% | 5,854,468 SH | Increased+290,556 SH |
| FRESHPET INC | COM | $42.1M | 11.8% | 619,130 SH | New |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | $43.7M | 12.2%Prev: 14.0% | 897,000 SH | Increased+75,231 SH |
| PORTILLOS INC | COM CL A | $56.4M | 15.8%Prev: 6.0% | 4,831,911 SH | Increased+1,388,921 SH |
| V F CORP | COM | $63.7M | 17.8%Prev: 26.2% | 5,417,368 SH | Decreased+738,379 SH |
| YETI HLDGS INC | COM | $68.2M | 19.1%Prev: 21.5% | 2,162,518 SH | Increased+378,423 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 |