Investor
Engaged Capital LLC
CIK 0001559771 · filed 2026-05-15 · SEC filing
13F book
$303.4M
Positions
8
0 new · 1 sold
Largest name
26.2%
V F Corp · VFC
Est. mark
−$45.9M
Price effect on 8 names still held. Flow −$42.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| V F Corp | VFC | 4.68M | $79.5M | 26.2% | −$5.1M | Cut−$16.4M |
| Yeti Hldgs Inc | — | 1.78M | $65.3M | 21.5% | −$13.5M | Cut−$24.5M |
| Blackline, Inc. | BL | 1.37M | $50.6M | 16.7% | −$19.8M | Added−$9.31M |
| GXO Logistics, Inc. | GXO | 821.8K | $42.6M | 14.0% | −$649.2K | Cut−$1.07M |
| Cognex Corp | CGNX | 484K | $23.7M | 7.8% | $6.3M | Cut−$9.86M |
| Portillos Inc | — | 3.44M | $18.2M | 6.0% | $1.15M | Added$11.2M |
| Evolent Health, Inc. | EVH | 5.56M | $12.7M | 4.2% | −$9.57M | Held |
| BRC Inc. | BRCC | 13.9M | $10.8M | 3.6% | −$4.65M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.