13F HOLDINGS REPORT
Engaged Capital LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000921895-25-002274
Total Value
$357.6M
Positions
7
Other Managers
2
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YETI HLDGS INC | YETI | 2,162,518 | $68.2M | 19.06% |
| 2 | EVOLENT HEALTH INC | EVH | 5,854,468 | $65.9M | 18.43% |
| 3 | V F CORP | VFC | 5,417,368 | $63.7M | 17.80% |
| 4 | PORTILLOS INC | 73642K106 | 4,831,911 | $56.4M | 15.77% |
| 5 | GXO LOGISTICS INCORPORATED | GXO | 897,000 | $43.7M | 12.22% |
| 6 | FRESHPET INC | FRPT | 619,130 | $42.1M | 11.77% |
| 7 | BRC INC | BRCC | 13,535,560 | $17.7M | 4.96% |