Engaged Capital LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $327M in reported equity holdings across 10 positions. The largest holdings are VFC (23.1%), YETI (18.1%), GXO.MX (15.3%), EVH (9.2%), FRPT (8.8%). The portfolio is concentrated in Other (95.0%), Consumer Cyclical (5.0%). Data sourced from SEC EDGAR 13F filings (CIK 1559771).