Engaged Capital LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$357.6B
Holdings
7
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | YETIYETI HLDGS INC | 2,162,518 | $68.2B | 19.06% | |
| 2 | EVHEVOLENT HEALTH INC | 5,854,468 | $65.9B | 18.43% | |
| 3 | VFCV F CORP | 5,417,368 | $63.7B | 17.80% | |
| 4 | PTLOPORTILLOS INC | 4,831,911 | $56.4B | 15.77% | |
| 5 | GXOGXO LOGISTICS INCORPORATED | 897,000 | $43.7B | 12.22% | |
| 6 | FRPTFRESHPET INC | 619,130 | $42.1B | 11.77% | |
| 7 | BRCCBRC INC | 13,535,560 | $17.7B | 4.96% |