13F HOLDINGS REPORT
Engaged Capital LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000921895-25-000457
Total Value
$486.4M
Positions
8
Other Managers
2
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | V F CORP | VFC | 5,341,368 | $114.6M | 23.57% |
| 2 | NCR VOYIX CORPORATION | NCRRP | 5,771,033 | $79.9M | 16.42% |
| 3 | NCR ATLEOS CORPORATION | NATL | 2,206,041 | $74.8M | 15.39% |
| 4 | EVOLENT HEALTH INC | EVH | 5,404,768 | $60.8M | 12.50% |
| 5 | PORTILLOS INC | 73642K106 | 6,114,956 | $57.5M | 11.82% |
| 6 | BRC INC | BRCC | 13,535,560 | $42.9M | 8.82% |
| 7 | CHART INDS INC | 16115Q308 | 224,796 | $42.9M | 8.82% |
| 8 | PRA GROUP INC | PRAA | 619,945 | $13.0M | 2.66% |