Engaged Capital LLC

Added to Blackline, sold out of Freshpet. Portfolio down 23% to $303.4M.

$303.4M portfolio8 holdingstop 10 = 100%filed 2026-05-15

1VFCV F Corp26.20%
$79.5M - 4.7M shares-628K
2YETIYeti Hldgs Inc21.52%
$65.3M - 1.8M shares-249K
3BLBlackline Inc16.68%
$50.6M - 1.4M shares+284K
4GXOGxo Logistics Incorporated14.04%
$42.6M - 822K shares-8K
5CGNXCognex Corp7.81%
$23.7M - 484K shares-449K
6PTLOPortillos Inc6.00%
$18.2M - 3.4M shares+1.9M
7EVHEvolent Health Inc4.18%
$12.7M - 5.6M shares-
8BRCCBRC Inc3.57%
$10.8M - 13.9M shares-

#	Stock
1	VFCV F Corp	26.20%	$79.5M	4.7M	-628K
2	YETIYeti Hldgs Inc	21.52%	$65.3M	1.8M	-249K
3	BLBlackline Inc	16.68%	$50.6M	1.4M	+284K
4	GXOGxo Logistics Incorporated	14.04%	$42.6M	822K	-8K
5	CGNXCognex Corp	7.81%	$23.7M	484K	-449K
6	PTLOPortillos Inc	6.00%	$18.2M	3.4M	+1.9M
7	EVHEvolent Health Inc	4.18%	$12.7M	5.6M	-
8	BRCCBRC Inc	3.57%	$10.8M	13.9M	-

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.