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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 | |||||
|---|---|---|---|---|---|
| BLACKLINE INC | COM | $50.6M | 16.7% | 1,367,619 SH | New |
| BRC INC | COM CL A | $10.8M | 3.6%Prev: 7.2% | 13,935,560 SH | Decreased+400,000 SH |
| COGNEX CORP | COM | $23.7M | 7.8% | 484,000 SH | New |
| EVOLENT HEALTH INC | CL A | $12.7M | 4.2%Prev: 12.5% | 5,563,912 SH | Decreased+384,444 SH |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | $42.6M | 14.0%Prev: 9.1% | 821,769 SH | Increased-90,231 SH |
| PORTILLOS INC | COM CL A | $18.2M | 6.0%Prev: 16.6% | 3,442,990 SH | Decreased-2,036,781 SH |
| V F CORP | COM | $79.5M | 26.2%Prev: 21.7% | 4,678,989 SH | Decreased-805,379 SH |
| YETI HLDGS INC | COM | $65.3M | 21.5%Prev: 13.0% | 1,784,095 SH | Increased+240,577 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 |