ENGAGED CAPITAL LLC

PrivateCIK: 1559771
Location

NEWPORT BEACH, CA

10
Positions
$327.08M
Total AUM (reported)
36.79M
Total Shares

Allocation by class

TOTAL AUM$327.08M10 positions
COM$211.04M64.5%
COMMON STOCK$49.93M15.3%
COM CL A$31.79M9.7%
CL A$30.16M9.2%
NOTE 3.500%12/0$4.16M1.3%

Portfolio Concentration

Top 356.4%4–1043.6%TOP 10100.0%0%100%
Top 3$184.53M56.4%
4–10$142.54M43.6%

Top 3 weight

56.4%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 36.79M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

36.79M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other10
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings10
Rows:

V F CORP

OTR
COM
Shares4.52M
TypeSH
Market value$75.43M
23.06%
Sole
0.00
Shared
4.52M
None
0.00

YETI HLDGS INC

OTR
COM
Shares1.19M
TypeSH
Market value$59.18M
18.09%
Sole
0.00
Shared
1.19M
None
0.00

GXO LOGISTICS INCORPORATED

OTR
COMMON STOCK
Shares984.77K
TypeSH
Market value$49.93M
15.26%
Sole
0.00
Shared
984.77K
None
0.00

EVOLENT HEALTH INC

OTR
CL A
Shares5.56M
TypeSH
Market value$30.16M
9.22%
Sole
0.00
Shared
5.56M
None
0.00

FRESHPET INC

OTR
COM
Shares484.74K
TypeSH
Market value$28.66M
8.76%
Sole
0.00
Shared
484.74K
None
0.00

COGNEX CORP

OTR
COM
Shares339K
TypeSH
Market value$24.55M
7.51%
Sole
0.00
Shared
339K
None
0.00

BLACKLINE INC

OTR
COM
Shares827.62K
TypeSH
Market value$23.23M
7.10%
Sole
0.00
Shared
827.62K
None
0.00

PORTILLOS INC

OTR
COM CL A
Shares3.44M
TypeSH
Market value$16.32M
4.99%
Sole
0.00
Shared
3.44M
None
0.00

BRC INC

OTR
COM CL A
Shares13.94M
TypeSH
Market value$15.47M
4.73%
Sole
0.00
Shared
13.94M
None
0.00

EVOLENT HEALTH INC

OTR
NOTE 3.500%12/0
Shares5.50M
TypePRN
Market value$4.16M
1.27%
Sole
0.00
Shared
5.50M
None
0.00