13F filing recap · Q2 2026

What did Engaged Capital buy in Q2 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$322.92M

Positions

Estimated turnover

30.2%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Engaged Capital opened a new position in Freshpet. It trimmed V. F. Corporation slightly, while reducing Yeti Holdings, Cognex, and Blackline, with the Blackline cut being substantial. The firm also added to Gxo Logistics.

New positions

FRPTFreshpet, Inc.$28.66Mreported value+484.7K shares

Increased positions

GXOGxo Logistics, Inc.$49.93Mreported value+163.0K shares+19.8%

Reduced positions

VFCV. F. Corporation$75.43Mreported value-157.1K shares-3.4%YETIYeti Holdings, Inc.$59.18Mreported value-590.0K shares-33.1%CGNXCognex Corporation$24.55Mreported value-145.0K shares-30.0%BLBlackline, Inc.$23.23Mreported value-540.0K shares