Engaged Capital LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $303M in reported equity holdings across 8 positions. The largest holdings are VFC (26.2%), YETI (21.5%), BL (16.7%), GXO.MX (14.0%), CGNX (7.8%). The portfolio is concentrated in Other (94.0%), Consumer Cyclical (6.0%). Data sourced from SEC EDGAR 13F filings (CIK 1559771).