Engaged Capital as of March 31, 2025
Portfolio Holdings for Engaged Capital
Engaged Capital holds 9 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| V.F. Corporation (VFC) | 21.7 | $85M | 5.5M | 15.52 | |
| Portillos Com Cl A (PTLO) | 16.6 | $65M | 5.5M | 11.89 | |
| Chart Industries (GTLS) | 13.6 | $53M | 369k | 144.36 | |
| Yeti Hldgs (YETI) | 13.0 | $51M | 1.5M | 33.10 | |
| Evolent Health Cl A (EVH) | 12.5 | $49M | 5.2M | 9.47 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 9.1 | $36M | 912k | 39.08 | |
| BRC Com Cl A (BRCC) | 7.2 | $28M | 14M | 2.09 | |
| Ncr Atleos Corporation Com Shs (NATL) | 5.2 | $20M | 774k | 26.38 | |
| NCR Corporation (VYX) | 1.1 | $4.2M | 432k | 9.75 |
