Engaged Capital LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$392.2B
Holdings
9
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VFCV F CORP | 5,484,368 | $85.1B | 21.70% | |
| 2 | PTLOPORTILLOS INC | 5,479,771 | $65.2B | 16.61% | |
| 3 | GTLSCHART INDS INC | 368,996 | $53.3B | 13.58% | |
| 4 | YETIYETI HLDGS INC | 1,543,518 | $51.1B | 13.03% | |
| 5 | EVHEVOLENT HEALTH INC | 5,179,468 | $49.0B | 12.50% | |
| 6 | GXOGXO LOGISTICS INCORPORATED | 912,000 | $35.6B | 9.09% | |
| 7 | BRCCBRC INC | 13,535,560 | $28.3B | 7.21% | |
| 8 | NATLNCR ATLEOS CORPORATION | 774,261 | $20.4B | 5.21% | |
| 9 | VYXNCR VOYIX CORPORATION | 431,679 | $4.2B | 1.07% |