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ENGAGED CAPITAL LLC

AUM: $752.99 M

13-F Portfolio Value: $407.63 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 99.99%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
CGNX	COGNEX CORP	10.10%	855,000	$38,731,500	855,000	New	$45.3	13F
BL	BLACKLINE INC	6.28%	453,794	$24,096,461	453,794	New	$53.1	13F