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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
VFC	V F CORP	20.11%	5,417,368	$63,654,074	-67,000	-1.22%	$11.75	13F
GXO	GXO LOGISTICS INCORPORATED	13.80%	897,000	$43,683,900	-15,000	-1.64%	$48.7	13F
PTLO	Portillo's Inc.	2.80%	1,534,990	$8,688,043	-3,296,921	-68.23%		13D