Engaged Capital LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Engaged Capital LLC held in its portfolio 9 assets valued at $392,022,027 (i.e. $392.02M).

The most valuable assets in the portfolio included: V F CORP ($95.94M), YETI HLDGS INC ($89.78M), and BLACKLINE INC ($59.91M).

The chart below shows the top 9 valuable assets, and the table below shows the top 9 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Engaged Capital LLC Portfolio

V F CORP

YETI HLDGS INC

BLACKLINE INC

GXO LOGISTICS INCORPORATED

COGNEX CORP

FRESHPET INC

EVOLENT HEALTH INC

BRC INC

PORTILLOS INC

Engaged Capital LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
V F CORP	5306548	95942388	COM
YETI HLDGS INC	2032695	89784138	COM
BLACKLINE INC	1083619	59913295	COM
GXO LOGISTICS INCORPORATED	829769	43679040	COMMON STOCK
COGNEX CORP	933000	33569340	COM
FRESHPET INC	401130	24440851	COM
EVOLENT HEALTH INC	5563912	22255648	CL A
BRC INC	13935560	15468472	COM CL A
PORTILLOS INC	1534990	6968855	COM CL A