Engaged Capital LLC - Q42025 Holdings

Engaged Capital LLC holds 9 stocks with a total portfolio value of $ 392.02M as of Q42025. In Q42025, Engaged Capital LLC added 0 new positions, increased stakes in 2 stocks, reduced 6 holdings, and fully exited 0 positions. The largest holding is V F Corp (VFC), representing 24.47% of the total portfolio.