ENGAGED CAPITAL LLC

PrivateCIK: 1559771
Location

NEWPORT BEACH, CA

8
Positions
$303.41M
Total AUM (reported)
32.08M
Total Shares

Allocation by class

TOTAL AUM$303.41M8 positions
COM$219.09M72.2%
COMMON STOCK$42.61M14.0%
COM CL A$29.03M9.6%
CL A$12.69M4.2%

Portfolio Concentration

Top 364.4%4–1035.6%TOP 10100.0%0%100%
Top 3$195.38M64.4%
4–10$108.04M35.6%

Top 3 weight

64.4%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 32.08M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

32.08M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other8
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings8
Rows:

V F CORP

OTR
COM
Shares4.68M
TypeSH
Market value$79.50M
26.20%
Sole
0.00
Shared
4.68M
None
0.00

YETI HLDGS INC

OTR
COM
Shares1.78M
TypeSH
Market value$65.28M
21.52%
Sole
0.00
Shared
1.78M
None
0.00

BLACKLINE INC

OTR
COM
Shares1.37M
TypeSH
Market value$50.60M
16.68%
Sole
0.00
Shared
1.37M
None
0.00

GXO LOGISTICS INCORPORATED

OTR
COMMON STOCK
Shares821.77K
TypeSH
Market value$42.61M
14.04%
Sole
0.00
Shared
821.77K
None
0.00

COGNEX CORP

OTR
COM
Shares484K
TypeSH
Market value$23.71M
7.81%
Sole
0.00
Shared
484K
None
0.00

PORTILLOS INC

OTR
COM CL A
Shares3.44M
TypeSH
Market value$18.21M
6.00%
Sole
0.00
Shared
3.44M
None
0.00

EVOLENT HEALTH INC

OTR
CL A
Shares5.56M
TypeSH
Market value$12.69M
4.18%
Sole
0.00
Shared
5.56M
None
0.00

BRC INC

OTR
COM CL A
Shares13.94M
TypeSH
Market value$10.82M
3.57%
Sole
0.00
Shared
13.94M
None
0.00