13F HOLDINGS REPORT
Engaged Capital LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000921895-26-000438
Total Value
$392.0M
Positions
9
Other Managers
2
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | V F CORP | VFC | 5,306,548 | $95.9M | 24.47% |
| 2 | YETI HLDGS INC | YETI | 2,032,695 | $89.8M | 22.90% |
| 3 | BLACKLINE INC | BL | 1,083,619 | $59.9M | 15.28% |
| 4 | GXO LOGISTICS INCORPORATED | GXO | 829,769 | $43.7M | 11.14% |
| 5 | COGNEX CORP | CGNX | 933,000 | $33.6M | 8.56% |
| 6 | FRESHPET INC | FRPT | 401,130 | $24.4M | 6.23% |
| 7 | EVOLENT HEALTH INC | EVH | 5,563,912 | $22.3M | 5.68% |
| 8 | BRC INC | BRCC | 13,935,560 | $15.5M | 3.95% |
| 9 | PORTILLOS INC | 73642K106 | 1,534,990 | $7.0M | 1.78% |