Engaged Capital as of June 30, 2025
Portfolio Holdings for Engaged Capital
Engaged Capital holds 7 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yeti Hldgs (YETI) | 19.1 | $68M | 2.2M | 31.52 | |
| Evolent Health Cl A (EVH) | 18.4 | $66M | 5.9M | 11.26 | |
| V.F. Corporation (VFC) | 17.8 | $64M | 5.4M | 11.75 | |
| Portillos Com Cl A (PTLO) | 15.8 | $56M | 4.8M | 11.67 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 12.2 | $44M | 897k | 48.70 | |
| Freshpet (FRPT) | 11.8 | $42M | 619k | 67.96 | |
| BRC Com Cl A (BRCC) | 5.0 | $18M | 14M | 1.31 |
