DOSSIER · 13F-HR · Q1 2026
Engaged Capital LLC
$303M in tracked AUM across 8 positions as of Q1 2026.
EC
CIK 0001559771 · last filed Mar 31, 2026
AI Analysis · Q1 2026
1. Portfolio Overview
Engaged Capital LLC reported a significant contraction in portfolio value during the quarter ending September 30, 2025. The total assets under management (AUM) decreased by 30.0%, dropping from $357.62 million to $250.19 million. This reduction in capital is attributed to a combination of realized losses from sold positions and potential market depreciation, rather than a broad distribution of capital. Concurrently, the fund streamlined its focus, reducing the number o...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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