SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Engaged Capital LLC

CIK 0001559771 · 610 NEWPORT CENTER DRIVE, SUITE 950, NEWPORT BEACH, CA, 92660 · 949-734-7900

Reported Value
$408M
Q3 2025
Positions
9
Filings on Record
32
2019–present window
Filed
Nov 14, 2025
original filing

Summary

Engaged Capital LLC reported $408M in U.S.-listed holdings across 9 positions for Q3 2025.

The portfolio is heavily concentrated: VFC alone accounts for 20.8% of reported value.

Compared with Q2 2025, the fund opened 2 new positions and exited 0.

Portfolio Metrics

Turnover
+13.0%
vs prior filed quarter
Largest Position
+20.8%
V F

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $539MQ4 ’18Q1 ’19: $712MQ2 ’19: $822MQ3 ’19: $789MQ4 ’19: $963MQ4 ’19Q1 ’20: $763MQ2 ’20: $928MQ3 ’20: $967MQ4 ’20: $1.2BQ4 ’20Q1 ’21: $1.4BQ2 ’21: $1.3BQ3 ’21: $1.4BQ4 ’21: $812MQ4 ’21Q1 ’22: $1.0BQ2 ’22: $651MQ3 ’22: $506MQ4 ’22: $591MQ4 ’22Q1 ’23: $703MQ2 ’23: $691MQ3 ’23: $549MQ4 ’23: $683MQ4 ’23Q1 ’24: $617MQ2 ’24: $584MQ3 ’24: $617MQ4 ’24: $486MQ4 ’24Q1 ’25: $392MQ2 ’25: $358MQ3 ’25: $408MQ4 ’25: $392MQ4 ’25Q1 ’26: $303Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $408M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CGNXCOGNEX CORPNEW+855.0K855.0K+$39M$39M
BLBLACKLINE INCNEW+453.8K453.8K+$24M$24M
GXOGXO LOGISTICS INCORPORATEDADDED+81.5K978.5K+$8M$52M
VFCV F CORPADDED+445.0K5.86M+$21M$85M
PTLOPORTILLOS INCHELD+237.4K5.07M$24M$33M
EVHEVOLENT HEALTH INCHELD190.6K5.66M$18M$48M
BRCCBRC INCHELD+400.0K13.94M+$4M$22M
YETIYETI HLDGS INCHELD+7.0K2.17M+$4M$72M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

9 positions
#IssuerClass% PortfolioValueShares
1VFCV F CORPhistory →COM20.75%$85M5.86M
2YETIYETI HLDGS INChistory →COM17.66%$72M2.17M
3GXOGXO LOGISTICS INCORPORATEDhistory →COMMON STOCK12.70%$52M978.5K
4EVHEVOLENT HEALTH INChistory →CL A11.75%$48M5.66M
5CGNXCOGNEX CORPhistory →COM9.50%$39M855.0K
6FRPTFRESHPET INChistory →COM8.37%$34M619.1K
7PTLOPORTILLOS INChistory →COM CL A8.02%$33M5.07M
8BLBLACKLINE INChistory →COM5.91%$24M453.8K
9BRCCBRC INChistory →COM CL A5.33%$22M13.94M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$303M8May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$392M9Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$408M9Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$358M7Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$392M9May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$486M8Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$617M9Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$584M12Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$617M11May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$683M9Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$549M7Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$691M8Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$703M10May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$591M9Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$506M9Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$651M7Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022REVEALED$1.0B9May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$812M9Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.4B9Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.3B9Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.4B9May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.2B9Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$967M10Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$928M10Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$763M8May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$963M8Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019REVEALED$789M8Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$822M9Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$712M12May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$539M15Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Engaged Capital Holdings, LLC028-16008
  • Welling Glenn W.028-16006

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.