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ENGAGED CAPITAL LLC

AUM: $752.99 M

13-F Portfolio Value: $357.62 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 100.01%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
YETI	YETI HLDGS INC	21.53%	2,162,518	$68,162,567	619,000	40.1%	$31.52	13F
EVH	EVOLENT HEALTH INC	20.82%	5,854,468	$65,921,310	675,000	13.03%	$11.26	13F
BRCC	BRC Inc.	5.80%	14,696,743	$18,370,929	1,161,183	8.58%		Form 4