Engaged Capital Llc (Glenn Welling)
Basic Stats
Market Value
682.71M
Top 10 (%)
100.00%
Portfolio Size
9 (2)
Avg. Holding Period
8 years
Turnover
0.44%
Industry Breakdown
33.28%
Services-management Services
15.78%
Retail-eating & Drinking Places
14.84%
Men's & Boys' Furnishgs, Work Clothg, & Allied Garments
14.71%
Services-consumer Credit Reporting, Collection Agencies
7.72%
Surgical & Medical Instruments & Apparatus
6.83%
Beverages
6.83%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Evolent Health Inc | EVH | 107.73M | 15.78% | 3.26M | 15.13% | 428.65K | $33.03 | 2.90% |
 Shake Shack Inc | SHAK | 101.34M | 14.84% | 1.37M | — | — | $74.12 | 3.46% |
 V F Corp | VFC | 100.42M | 14.71% | 5.34M | 2.79% | 145.08K | $18.80 | 1.38% |
 Ncr Voyix Corporation | 84.86M | 12.43% | 5.02M | — | — | $16.91 | — | |
Upbound Group Inc | 81.42M | 11.93% | 2.40M | -34.64% | -1.27M | $33.97 | — | |
Ncr Atleos Corporation | 60.95M | 8.93% | 2.51M | New Buy | 2.51M | $24.29 | — | |
 Pra Group Inc | PRAA | 52.68M | 7.72% | 2.01M | New Buy | 2.01M | $26.20 | 5.12% |
 Nevro Corp | NVRO | 46.66M | 6.83% | 2.17M | New Buy | 2.17M | $21.52 | 6.00% |
 Brc Inc | BRCC | 46.65M | 6.83% | 12.85M | 3.21% | 400K | $3.63 | 20.74% |
 Primo Water Corporation | PRMW | — | — | — | Sold Out | -878.75K | $13.80 | — |
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