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Engaged Capital

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $303,413,763 · 8 positions · top-10 100.0% · SEC filing history →

13FScore 20/100 — cloning their disclosed top holdings over ~4.7y returned -11%/yr vs S&P +10%/yr (alpha -22%/yr), ahead of the market in 26% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$BL · BLACKLINE INC16.7%+26%-18%HighBlackLine provides cloud software that automates financial-close, accounting, and reconciliation processes for corporate finance departments.NASDAQ
$PTLO · PORTILLOS INC6.0%+124%-12%MedChicago-style fast-casual restaurant chainNASDAQ

Top holdings now

Issuer% bookSince entryBusinessTags
$VFC · V F CORP26.2%-4% Q3 '23V.F. Corporation is an apparel and footwear company that designs and markets outdoor and lifestyle brands including Vans, The North Face, and Timberland.
$YETI · YETI HLDGS INC21.5%+54% Q1 '25YETI Holdings designs and sells premium outdoor and recreation products, including insulated coolers, drinkware, and related gear.Citrini
$BL · BLACKLINE INC16.7%-43% Q3 '25BlackLine provides cloud software that automates financial-close, accounting, and reconciliation processes for corporate finance departments.NASDAQ
$GXO · GXO LOGISTICS INCORPORATED14.0%+38% Q1 '25A pure-play contract logistics provider that operates outsourced warehousing, distribution and supply-chain services, including automation, for retailers and manufacturers worldwide.
$CGNX · COGNEX CORP7.8%+41% Q3 '25Develops machine-vision systems, software, and sensors used to guide, gauge, and inspect products in factory automation and logistics applications.NASDAQCitriniBitget →
$PTLO · PORTILLOS INC6.0%-67% Q1 '24Chicago-style fast-casual restaurant chainNASDAQ
$EVH · EVOLENT HEALTH INC4.2%-70% ≥Q2 '21Evolent Health provides technology-enabled specialty care management and value-based care services, partnering with health plans and providers in areas such as oncology, cardiology, and musculoskeletal care.
$BRCC · BRC INC3.6%-95% Q1 '22BRC Inc. operates Black Rifle Coffee Company, a veteran-founded roaster and marketer of coffee and related products sold online, through subscriptions, wholesale, and its outposts.

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker