SEC 13F Intelligence

Engaged Capital LLC / FRPT

Engaged Capital LLC’s Freshpet Inc Position

Does Engaged Capital LLC own Freshpet Inc (FRPT)? Not currently — the last reported position was 401.1K shares worth $24M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$24M
Q4 2025
Shares
401.1K
% of Portfolio
+6.23%
Quarters Held
5
position exited

Position History FRPT

Reported value by quarter
Q3 ’22: $15MQ3 ’22Q1 ’23: $20MQ1 ’23Q2 ’25: $42MQ2 ’25Q3 ’25: $34MQ3 ’25Q4 ’25: $24MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025401.1K$24M+6.23%
Q3 2025619.1K$34M+8.37%
Q2 2025619.1K$42M+11.77%
Q1 2023306.7K$20M+2.89%
Q3 2022295.3K$15M+2.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Engaged Capital LLC’s full portfolio or all institutional holders of FRPT.