Engaged Capital LLC
- SEC CIK
- 0001559771
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 11
- +2 vs. Q4 2023
- Portfolio value
- $617.1M
- −$65.6M (−9.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EVHEvolent Health, Inc. | CL A | 3,261,458 | $106.9M | 17.3% | 00.0% | Unchanged | History |
| VFCV F Corp | Stock | 5,341,368 | $81.9M | 13.3% | 00.0% | Unchanged | History |
| SHAKShake Shack Inc. | CL A | 774,788 | $80.6M | 13.1% | −592,443−43.3% | Reduced | History |
| VYXNCR Voyix Corp | COM | 5,836,029 | $73.7M | 11.9% | +817,516+16.3% | Added | History |
| UPBDUpbound Group, Inc. | COM | 1,665,708 | $58.6M | 9.5% | −731,208−30.5% | Reduced | History |
| BRCCBRC Inc. | COM CL A | 12,851,018 | $55.0M | 8.9% | 00.0% | Unchanged | History |
| NATLNCR Atleos Corp | COM SHS | 2,509,256 | $49.6M | 8.0% | 00.0% | Unchanged | History |
| PRAAPra Group Inc | COM | 1,853,249 | $48.3M | 7.8% | −157,501−7.8% | Reduced | History |
| PTLOPortillo's Inc. | COM CL A | 1,990,000 | $28.2M | 4.6% | +1,990,000 | New | History |
| NVRONevro Corp | COM | 1,885,956 | $27.2M | 4.4% | −282,207−13.0% | Reduced | History |
| ENVEnvestnet, Inc. | COM | 119,434 | $6.92M | 1.1% | +119,434 | New | History |