13F HOLDINGS REPORT
Engaged Capital LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000921895-25-003080
Total Value
$407.6M
Positions
9
Other Managers
2
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | V F CORP | VFC | 5,862,368 | $84.6M | 20.75% |
| 2 | YETI HLDGS INC | YETI | 2,169,551 | $72.0M | 17.66% |
| 3 | GXO LOGISTICS INCORPORATED | GXO | 978,477 | $51.8M | 12.70% |
| 4 | EVOLENT HEALTH INC | EVH | 5,663,912 | $47.9M | 11.75% |
| 5 | COGNEX CORP | CGNX | 855,000 | $38.7M | 9.50% |
| 6 | FRESHPET INC | FRPT | 619,130 | $34.1M | 8.37% |
| 7 | PORTILLOS INC | 73642K106 | 5,069,301 | $32.7M | 8.02% |
| 8 | BLACKLINE INC | BL | 453,794 | $24.1M | 5.91% |
| 9 | BRC INC | BRCC | 13,935,560 | $21.7M | 5.33% |