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Institution (13F filer) · disclosed-activity record

Engaged Capital LLC

Institution (13F)

Every row below is a public disclosure this person or firm filed, dated and linked to its source. This is a factual record of what was disclosed and when — what it means, and whether any timing is coincidence or signal, is a judgment this page deliberately does not make.

Bullish filings

2

Bearish filings

5

Names touched

7

Disclosed $ (bull / bear)

$20.6M / $76.3M

Most active in: BL (1) · CGNX (1) · FRPT (1) · GXO (1) · PTLO (1) · VFC (1) · YETI (1)

Disclosures, last 12 months

7 of 7 · linked to source
DateNameWhatDisclosed $Receipt
2026-03-31BLadded to a position$9.3M—
2026-03-31CGNXtrimmed a position$9.9M—
2026-03-31FRPTexited a position$24.4M—
2026-03-31GXOtrimmed a position$1.1M—
2026-03-31PTLOadded to a position$11.2M—
2026-03-31VFCtrimmed a position$16.4M—
2026-03-31YETItrimmed a position$24.5M—

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Public filings only, shown as filed; the linked filing is the authoritative record. Descriptive, not investment advice — and never an allegation: proximity of a disclosure to any event is a fact of dates, not a conclusion about intent. Methodology · Today's notable signals