本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Engaged Capital LLC (CIK 1559771) reported $327.1M across 9 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VFC ($75.4M, 23.06%), YETI ($59.2M, 18.09%), GXO ($49.9M, 15.26%), EVH ($30.2M, 9.22%), FRPT ($28.7M, 8.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VFC | V F CORP | $75.4M | 23.06% | 4.5M | Trimmed |
| 2 | YETI | YETI HLDGS INC | $59.2M | 18.09% | 1.2M | Trimmed |
| 3 | GXO | GXO LOGISTICS INCORPORATED | $49.9M | 15.26% | 984,769 | Added |
| 4 | EVH | EVOLENT HEALTH INC | $30.2M | 9.22% | 5.6M | Hold |
| 5 | FRPT | FRESHPET INC | $28.7M | 8.76% | 484,741 | New |
| 6 | CGNX | COGNEX CORP | $24.6M | 7.51% | 339,000 | Trimmed |
| 7 | BL | BLACKLINE INC | $23.2M | 7.10% | 827,619 | Trimmed |
| 8 | PTLO | PORTILLOS INC | $16.3M | 4.99% | 3.4M | Hold |
| 9 | BRCC | BRC INC | $15.5M | 4.73% | 13.9M | Hold |
| 10 | EVH | EVOLENT HEALTH INC | $4.2M | 1.27% | 0 | New |
来源：SEC 13F 申报文件 · 截至 2026-06-30