Engaged Capital runs Engaged Capital LLC, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $392M across 9 positions. The largest holdings are V F CORP, YETI HLDGS INC, and BLACKLINE INC (V F CORP alone is 24.5% of the book).

Engaged Capital runs Engaged Capital LLC, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $392M across 9 positions. The largest holdings are V F CORP, YETI HLDGS INC, and BLACKLINE INC (V F CORP alone is 24.5% of the book).