Engaged Capital LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$392.0M
Holdings
9
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VFCV F CORP | 5,306,548 | $95.9M | 24.47% | |
| 2 | YETIYETI HLDGS INC | 2,032,695 | $89.8M | 22.90% | |
| 3 | BLBLACKLINE INC | 1,083,619 | $59.9M | 15.28% | |
| 4 | GXOGXO LOGISTICS INCORPORATED | 829,769 | $43.7M | 11.14% | |
| 5 | CGNXCOGNEX CORP | 933,000 | $33.6M | 8.56% | |
| 6 | FRPTFRESHPET INC | 401,130 | $24.4M | 6.23% | |
| 7 | EVHEVOLENT HEALTH INC | 5,563,912 | $22.3M | 5.68% | |
| 8 | BRCCBRC INC | 13,935,560 | $15.5M | 3.95% | |
| 9 | PTLOPORTILLOS INC | 1,534,990 | $7.0M | 1.78% |