Institutions / Engaged Capital Flagship Master Fund, LP
Engaged Capital Flagship Master Fund, LP
CIK 1559771 · Institution · as of Dec 31, 2025
Portfolio value
$392.02M
Positions
9
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| V. F. Corporation | $95.94M | 24.5% |
| YETI Holdings, Inc. | $89.78M | 22.9% |
| Blackline, Inc. | $59.91M | 15.3% |
| GXO Logistics, Inc. | $43.68M | 11.1% |
| Cognex Corp | $33.57M | 8.6% |
| Freshpet, Inc. | $24.44M | 6.2% |
| Evolent Health, Inc. | $22.26M | 5.7% |
| BRC Inc.BRCC | $15.47M | 3.9% |
| Portillo's Inc. | $6.97M | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.