Not yet filed. No Q3 2026 Form 13F from Engaged Capital has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| VFC · V F CORP | 4,521,894 | 23.06% |
| YETI · YETI Holdings, Inc. | 1,194,095 | 18.09% |
| GXO · GXO Logistics, Inc. | 984,769 | 15.26% |
| EVH · Evolent Health, Inc. | 5,563,912 | 9.22% |
| FRPT · Freshpet, Inc. | 484,741 | 8.76% |
| CGNX · COGNEX CORP | 339,000 | 7.51% |
| BL · BLACKLINE, INC. | 827,619 | 7.10% |
| PTLO · Portillo's Inc. | 3,442,990 | 4.99% |
| BRCC · BRC Inc. | 13,935,560 | 4.73% |
Largest increase 2026 Q1 → 2026 Q2: GXO (+19.8% of shares). New position in 2026 Q2: FRPT (8.76% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: BL (-39.5% of shares).
Full record: Engaged Capital fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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