13F Filings History of Engaged Capital LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$407,632,697
Notable people
Glenn W. Welling
Signature - Title
Glenn W. Welling - Founder and Chief Investment Officer
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Engaged Capital LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Engaged Capital LLC reported 9 stock holdings with total value $407,632,697 as of Q3 2025. Top holdings included VFC, YETI, GXO, EVH, and CGNX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 9 $407,632,697 +$75,947,151 -$1,612,104 +$74,335,047 VFC, YETI, GXO, EVH, CGNX 13F-HR 14 Nov 2025, 14:00
Q2 2025 7 $357,617,911 +$69,187,455 -$86,980,414 -$17,792,959 YETI, EVH, VFC, PTLO, GXO 13F-HR 14 Aug 2025, 14:03
Q1 2025 9 $392,244,294 +$109,767,478 -$112,465,650 -$2,698,172 VFC, PTLO, GTLS, YETI, EVH 13F-HR 15 May 2025, 14:07
Q4 2024 8 $486,368,436 +$58,822,194 -$116,497,372 -$57,675,178 VFC, VYX, NATL, EVH, PTLO 13F-HR 14 Feb 2025, 14:00
Q3 2024 9 $616,544,212 +$110,504,607 -$136,239,868 -$25,735,261 EVH, VFC, VYX, NATL, PTLO 13F-HR 14 Nov 2024, 14:00
Q2 2024 12 $583,921,133 +$94,764,887 -$63,964,049 +$30,800,838 BRCC, EVH, VYX, VFC, NATL 13F-HR 14 Aug 2024, 16:00
Q1 2024 11 $617,100,339 +$45,459,850 -$95,560,374 -$50,100,524 EVH, VFC, SHAK, VYX, UPBD 13F-HR 15 May 2024, 14:01
Q4 2023 9 $682,708,671 +$178,628,169 -$55,284,188 +$123,343,981 EVH, SHAK, VFC, VYX, UPBD 13F-HR 14 Feb 2024, 14:03
Q3 2023 10 $548,530,208 +$133,504,846 -$216,065,263 -$82,560,417 NCR, UPBD, VFC, SHAK, EVH 13F-HR 14 Nov 2023, 14:00
Q2 2023 11 $691,269,054 +$23,775,067 -$87,603,219 -$63,828,152 SHAK, NCR, NEWR, UPBD, BRCC 13F-HR 14 Aug 2023, 15:01
Q1 2023 10 $702,560,442 +$161,115,405 -$64,365,534 +$96,749,871 NEWR, NCR, SHAK, UPBD, EVH 13F-HR 15 May 2023, 14:09
Q4 2022 9 $591,404,051 +$114,963,692 -$11,611,194 +$103,352,498 NEWR, NCR, BRCC, UPBD, EVH 13F-HR 14 Feb 2023, 13:00
Q3 2022 9 $505,745,000 +$41,614,764 -$177,897,517 -$136,282,753 NEWR, BRCC, NCR, EVH, UPBD 13F-HR 14 Nov 2022, 13:00
Q2 2022 7 $651,303,000 +$71,626,555 -$78,529,073 -$6,902,518 EVH, NCR, NEWR, BRCC, STKL 13F-HR 15 Aug 2022, 14:00
Q1 2022 1 $40,128 $0 New Holdings 18 May 2022, 14:44
Q1 2022 9 $987,550,128 +$416,887,466 -$97,361,052 +$319,526,414 BRCC, EVH, NCR, NEWR, UPBD 13F-HR 16 May 2022, 14:01
Q4 2021 9 $812,024,000 +$86,491,938 -$604,278,517 -$517,786,579 EVH, NEWR, UPBD, NCR, HAIN 13F-HR 14 Feb 2022, 13:04
Q3 2021 9 $1,392,090,000 +$43,280,710 -$31,142,171 +$12,138,539 HAIN, EVH, UPBD, NEWR, STKL 13F-HR 15 Nov 2021, 14:03
Q2 2021 9 $1,290,885,000 +$83,848,835 -$108,929,093 -$25,080,258 HAIN, EVH, UPBD, STKL, NEWR 13F-HR 16 Aug 2021, 14:00
Q1 2021 9 $1,384,785,000 +$39,098,064 -$79,898,209 -$40,800,145 HAIN, EVH, UPBD, STKL, VYX 13F-HR 17 May 2021, 14:02
Q4 2020 9 $1,212,248,000 +$103,449,103 +$103,449,103 HAIN, EVH, STKL, UPBD, NCR 13F-HR 16 Feb 2021, 13:08
Q3 2020 10 $966,936,000 +$151,275,567 -$219,008,978 -$67,733,411 HAIN, EVH, UPBD, STKL, NCR 13F-HR 16 Nov 2020, 13:03
Q2 2020 10 $928,177,000 +$59,230,869 -$159,824,360 -$100,593,491 HAIN, MED, UPBD, STKL, JACK 13F-HR 14 Aug 2020, 14:19
Q1 2020 8 $762,800,000 -$14,155,813 -$14,155,813 HAIN, UPBD, MED, APOG, TIVO 13F-HR 15 May 2020, 14:00
Q4 2019 8 $962,786,000 +$70,991,732 -$15,250,888 +$55,740,844 HAIN, UPBD, MED, APOG, NCR 13F-HR 14 Feb 2020, 13:19
Q3 2019 1 $53,113,000 $0 MED New Holdings 18 Nov 2019, 15:01
Q3 2019 8 $789,344,000 +$53,113,015 +$53,113,015 HAIN, UPBD, APOG, MED, NCR 13F-HR 14 Nov 2019, 13:00
Q2 2019 9 $822,159,000 +$103,416,966 +$103,416,966 HAIN, UPBD, APOG, NCR, STKL 13F-HR 14 Aug 2019, 14:54
Q1 2019 12 $712,442,000 +$125,832,807 -$55,402,182 +$70,430,625 HAIN, UPBD, APOG, STKL, NCR 13F-HR 15 May 2019, 14:00
Q4 2018 15 $539,328,000 +$60,499,088 -$5,195,234 +$55,303,854 HAIN, UPBD, APOG, BHE, STKL 13F-HR 14 Feb 2019, 13:02
Q3 2018 16 $712,895,000 +$87,001,505 -$68,927,818 +$18,073,687 HAIN, UPBD, APOG, BHE, STKL 13F-HR 14 Nov 2018, 13:00
Q2 2018 1 $8,402,000 $0 ANIK New Holdings 31 Aug 2018, 16:16
Q2 2018 16 $794,746,000 +$70,237,631 -$3,194,337 +$67,043,294 HAIN, UPBD, APOG, STKL, BHE 13F-HR 14 Aug 2018, 14:06
Q1 2018 15 $736,715,000 +$125,214,500 -$11,394,053 +$113,820,447 HAIN, UPBD, STKL, APOG, FNSR 13F-HR 15 May 2018, 14:00
Q4 2017 1 $17,294,000 $0 APOG New Holdings 17 Apr 2018, 09:03
Q4 2017 15 $788,017,000 +$60,413,123 -$37,603,828 +$22,809,295 HAIN, UPBD, STKL, TIVO, BHE 13F-HR 14 Feb 2018, 13:04
Q3 2017 21 $813,121,000 +$137,955,061 -$14,648,604 +$123,306,457 HAIN, UPBD, STKL, TIVO, MED 13F-HR 14 Nov 2017, 13:30
Q2 2017 17 $673,768,000 +$257,636,749 -$11,052,225 +$246,584,524 HAIN, UPBD, STKL, TIVO, MED 13F-HR 14 Aug 2017, 14:31
Q1 2017 1 $70,208,000 $0 HAIN New Holdings 29 Jun 2017, 16:26
Q1 2017 16 $394,173,000 +$149,970,753 -$58,001,149 +$91,969,604 UPBD, HAIN, TIVO, STKL, MED 13F-HR 15 May 2017, 14:30
Q4 2016 14 $306,734,000 +$37,676,372 -$6,736,334 +$30,940,038 BHE, TIVO, STKL, MED, UPBD 13F-HR 14 Feb 2017, 16:05
Q3 2016 14 $274,655,000 +$112,927,941 -$7,074,851 +$105,853,090 BHE, TIVO, STKL, MX, MED 13F-HR 14 Nov 2016, 15:34
Q2 2016 1 $220,000 $0 STKL New Holdings 15 Sep 2016, 09:10
Q2 2016 12 $284,245,000 +$3,713,488 -$2,356,609 +$1,356,879 OUTR, BHE, ROVI, MED, MX 13F-HR 15 Aug 2016, 16:16
Q1 2016 12 $296,269,000 +$135,558,065 +$135,558,065 OUTR, BHE, ROVI, JMBA, MED 13F-HR 16 May 2016, 16:11
Q4 2015 11 $161,038,000 +$51,235,510 -$6,675,082 +$44,560,428 ROVI, JMBA, MED, MX, BHE 13F-HR 16 Feb 2016, 15:16
Q3 2015 12 $174,375,000 +$60,253,330 -$6,141,955 +$54,111,375 BDBD, JMBA, MED, TRS, MX 13F-HR 13 Nov 2015, 15:31
Q2 2015 15 $173,825,000 +$72,364,995 +$72,364,995 JMBA, TRS, MED, BDBD, RTKXXXX 13F-HR 14 Aug 2015, 16:02
Q1 2015 16 $133,945,000 +$54,826,170 -$2,630,286 +$52,195,884 JMBA, TRS, MED, RTKXXXX, PKT 13F-HR 15 May 2015, 16:10
Q4 2014 13 $122,516,000 +$19,432,287 -$29,621,670 -$10,189,383 T102PS, JMBA, MED, TRS, ROVI 13F-HR 17 Feb 2015, 15:40
Q3 2014 13 $135,310,000 +$27,535,709 -$834,870 +$26,700,839 5100PS, MED, JMBA, OPLK, T102PS 13F-HR 14 Nov 2014, 15:30
Q2 2014 12 $144,138,000 +$38,660,309 -$20,239,771 +$18,420,538 5100PS, RTKXXXX, MED, OPLK, ANF 13F-HR 14 Aug 2014, 16:34
Q1 2014 1 $3,333,000 $0 OPLK New Holdings 14 Jul 2014, 17:05
Q1 2014 15 $145,671,000 +$28,710,432 -$32,776,616 -$4,066,184 5100PS, MED, ANF, RTKXXXX, ROVI 13F-HR 15 May 2014, 14:01
Q4 2013 1 $1,693,000 $0 T102PS New Holdings 18 Apr 2014, 17:25
Q4 2013 11 $140,731,000 $0 5100PS, AVAV, RTKXXXX, ANF, ROVI 13F-HR 14 Feb 2014, 13:32