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Engaged Capital

Tier 1 · PRIORITY · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $303,413,763 · 8 positions · top-10 100.0% · SEC filing history →

13FScore 19/100 — cloning their disclosed top holdings over ~4.6y returned -12%/yr vs S&P +11%/yr (alpha -23%/yr), ahead of the market in 26% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
none

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$BL · BLACKLINE INC16.7%+26%HighFinancial-close and accounting automation software
$PTLO · PORTILLOS INC6.0%+124%MedChicago-style fast-casual restaurant chain

Top holdings now

Issuer% bookBusiness
$VFC · V F CORP26.2%Apparel brands (Vans, The North Face, Timberland)
$YETI · YETI HLDGS INC21.5%Premium coolers and drinkware
$BL · BLACKLINE INC16.7%Financial-close and accounting automation software
$GXO · GXO LOGISTICS INCORPORATED14.0%Contract logistics and warehousing
$CGNX · COGNEX CORP7.8%Machine vision systems for factory automation
$PTLO · PORTILLOS INC6.0%Chicago-style fast-casual restaurant chain
$EVH · EVOLENT HEALTH INC4.2%Value-based specialty care management
$BRCC · BRC INC3.6%Black Rifle Coffee Company (veteran-focused coffee brand)

Generated 2026-06-27 · Alpha-Investor tracker