| Filer Name: |
ENGAGED CAPITAL LLC |
| CIK: |
1559771 |
| Period: |
2024-12-31 |
| Filed At: |
2025-02-14 |
| Number of Holdings: |
8 |
| Portfolio Value: |
$0.49B |
Engaged Capital Llc Top Holdings
| Ticker |
Exchange |
Security |
Shares |
Value |
% of Portfolio |
Position Change |
Put/Call |
|
VFC
|
US |
VF CORP |
5,341,368 |
$115M |
23.57% |
-
|
- |
|
VYX
|
US |
NCR VOYIX CORP |
5,771,033 |
$80M |
16.42% |
-19.5%
|
- |
|
NATL
|
US |
NCR ATLEOS CORP |
2,206,041 |
$75M |
15.39% |
-26.7%
|
- |
|
EVH
|
US |
EVOLENT HEALTH INC - A |
5,404,768 |
$61M |
12.50% |
35.5%
|
- |
|
PTLO
|
US |
PORTILLO'S INC-CL A |
6,114,956 |
$57M |
11.82% |
-
|
- |
|
BRCC
|
US |
BRC INC-A |
13,535,560 |
$43M |
8.82% |
-
|
- |
|
GTLS
|
US |
CHART INDUSTRIES INC |
224,796 |
$43M |
8.82% |
100.0%
|
- |
|
PRAA
|
US |
PRA GROUP INC |
619,945 |
$13M |
2.66% |
-63.6%
|
- |