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 | $24.1M | 5.9%Prev: 7.1% | 453,794 SH | Increased-373,825 SH |
| BRC INC | COM CL A | $21.7M | 5.3%Prev: 4.7% | 13,935,560 SH | Increased |
| COGNEX CORP | COM | $38.7M | 9.5%Prev: 7.5% | 855,000 SH | Increased+516,000 SH |
| EVOLENT HEALTH INC | CL A | $47.9M | 11.8%Prev: 9.2% | 5,663,912 SH | Increased+100,000 SH |
| FRESHPET INC | COM | $34.1M | 8.4%Prev: 8.8% | 619,130 SH | Increased+134,389 SH |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | $51.8M | 12.7%Prev: 15.3% | 978,477 SH | Increased-6,292 SH |
| PORTILLOS INC | COM CL A | $32.7M | 8.0%Prev: 5.0% | 5,069,301 SH | Increased+1,626,311 SH |
| V F CORP | COM | $84.6M | 20.8%Prev: 23.1% | 5,862,368 SH | Increased+1,340,474 SH |
| YETI HLDGS INC | COM | $72.0M | 17.7%Prev: 18.1% | 2,169,551 SH | Increased+975,456 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 |