Engaged Capital as of Dec. 31, 2024
Portfolio Holdings for Engaged Capital
Engaged Capital holds 8 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| V.F. Corporation (VFC) | 23.6 | $115M | 5.3M | 21.46 | |
| NCR Corporation (VYX) | 16.4 | $80M | 5.8M | 13.84 | |
| Ncr Atleos Corporation Com Shs (NATL) | 15.4 | $75M | 2.2M | 33.92 | |
| Evolent Health Cl A (EVH) | 12.5 | $61M | 5.4M | 11.25 | |
| Portillos Com Cl A (PTLO) | 11.8 | $58M | 6.1M | 9.40 | |
| BRC Com Cl A (BRCC) | 8.8 | $43M | 14M | 3.17 | |
| Chart Industries (GTLS) | 8.8 | $43M | 225k | 190.84 | |
| Pra (PRAA) | 2.7 | $13M | 620k | 20.89 |