Engaged Capital LLC — 13F holdings

Engaged Capital LLC reported 10 holdings worth $327M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VFC V F CORP — $75.4M (23.1%)
2. YETI YETI HLDGS INC — $59.2M (18.1%)
3. GXO GXO LOGISTICS INCORPORATED — $49.9M (15.3%)
4. EVH EVOLENT HEALTH INC — $30.2M (9.2%)
5. FRPT FRESHPET INC — $28.7M (8.8%)
6. CGNX COGNEX CORP — $24.6M (7.5%)
7. BL BLACKLINE INC — $23.2M (7.1%)
8. PTLO PORTILLOS INC — $16.3M (5.0%)
9. BRCC BRC INC — $15.5M (4.7%)
10. EVOLENT HEALTH INC — $4.16M (1.3%)