Engaged Capital LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$486.4M
Holdings
8
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VFCV F CORP | 5,341,368 | $114.6M | 23.57% | |
| 2 | VYXNCR VOYIX CORPORATION | 5,771,033 | $79.9M | 16.42% | |
| 3 | NATLNCR ATLEOS CORPORATION | 2,206,041 | $74.8M | 15.39% | |
| 4 | EVHEVOLENT HEALTH INC | 5,404,768 | $60.8M | 12.50% | |
| 5 | PTLOPORTILLOS INC | 6,114,956 | $57.5M | 11.82% | |
| 6 | BRCCBRC INC | 13,535,560 | $42.9M | 8.82% | |
| 7 | GTLSCHART INDS INC | 224,796 | $42.9M | 8.82% | |
| 8 | PRAAPRA GROUP INC | 619,945 | $12.9M | 2.66% |