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ENGAGED CAPITAL LLC

AUM: $752.99 M

13-F Portfolio Value: $486.37 M

Last 13-F Filed: Q4 2024

Concentration in top 10: 100%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
VFC	V F CORP	22.68%	5,341,368	$114,625,757		No Change	$21.46	13F
BRCC	BRC INC	8.49%	13,535,560	$42,907,725		No Change	$3.17	13F