Engaged Capital 2025Q3 Holdings
Engaged 资本 Glenn W. Welling 13F portfolio details.
Total market value: $407,632,697; holdings: 9; previous report: 2025-06-30
| # | Ticker | Name | Market Value | Shares | Weight |
|---|---|---|---|---|---|
| 1 | FSRXU | V F CORP | $84,593,970 | 5862368 | 20.75% |
| 2 | YETI | YETI Holdings, Inc. | $71,985,702 | 2169551 | 17.66% |
| 3 | GXO | GXO Logistics, Inc. | $51,751,649 | 978477 | 12.7% |
| 4 | EVH | Evolent Health, Inc. | $47,916,696 | 5663912 | 11.75% |
| 5 | CGNX | 康耐视科技 | $38,731,500 | 855000 | 9.5% |
| 6 | FRPT | Freshpet, Inc. | $34,120,254 | 619130 | 8.37% |
| 7 | PORTILLOS INC | $32,696,991 | 5069301 | 8.02% | |
| 8 | BL | BLACKLINE INC | $24,096,461 | 453794 | 5.91% |
| 9 | BRCC | BRC, Inc. | $21,739,474 | 13935560 | 5.33% |