{
 "manager": "Engaged Capital",
 "page": "https://www.moatshark.com/m/engaged-capital",
 "form": "13F-HR",
 "period": "2026-06-30",
 "filed": "2026-08-14",
 "previous_period": "2026-03-31",
 "filing_url": "https://www.sec.gov/Archives/edgar/data/1559771/000092189526002154/0000921895-26-002154-index.htm",
 "total_value_usd": 327076434,
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holdings": [
  {
   "company": "VF",
   "ticker": "VFC",
   "moatshark_slug": "vfc",
   "sector": "Consumer discretionary",
   "value_usd": 75425192,
   "shares": 4521894,
   "portfolio_pct": 23.06,
   "previous_pct": 26.2,
   "change": "REDUCE",
   "share_change_pct": -3.4,
   "quarters_held": 12
  },
  {
   "company": "Yeti Holdings",
   "ticker": "YETI",
   "moatshark_slug": "yeti",
   "sector": "Consumer discretionary",
   "value_usd": 59179348,
   "shares": 1194095,
   "portfolio_pct": 18.09,
   "previous_pct": 21.52,
   "change": "REDUCE",
   "share_change_pct": -33.1,
   "quarters_held": 6
  },
  {
   "company": "GXO Logistics",
   "ticker": "GXO",
   "moatshark_slug": "gxo",
   "sector": "Industrials",
   "value_usd": 49927788,
   "shares": 984769,
   "portfolio_pct": 15.26,
   "previous_pct": 14.04,
   "change": "ADD",
   "share_change_pct": 19.8,
   "quarters_held": 6
  },
  {
   "company": "Evolent Health",
   "ticker": "EVH",
   "moatshark_slug": "evh",
   "sector": "Industrials",
   "value_usd": 30156403,
   "shares": 5563912,
   "portfolio_pct": 9.22,
   "previous_pct": 4.18,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 24
  },
  {
   "company": "Freshpet",
   "ticker": "FRPT",
   "moatshark_slug": "frpt",
   "sector": "Consumer staples",
   "value_usd": 28657888,
   "shares": 484741,
   "portfolio_pct": 8.76,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Cognex",
   "ticker": "CGNX",
   "moatshark_slug": "cgnx",
   "sector": "Industrials",
   "value_usd": 24550380,
   "shares": 339000,
   "portfolio_pct": 7.51,
   "previous_pct": 7.81,
   "change": "REDUCE",
   "share_change_pct": -30,
   "quarters_held": 4
  },
  {
   "company": "Blackline",
   "ticker": "BL",
   "moatshark_slug": "bl",
   "sector": "Technology",
   "value_usd": 23231265,
   "shares": 827619,
   "portfolio_pct": 7.1,
   "previous_pct": 16.68,
   "change": "REDUCE",
   "share_change_pct": -39.5,
   "quarters_held": 4
  },
  {
   "company": "Portillo's",
   "ticker": "PTLO",
   "moatshark_slug": "ptlo",
   "sector": "Consumer discretionary",
   "value_usd": 16319773,
   "shares": 3442990,
   "portfolio_pct": 4.99,
   "previous_pct": 6,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 10
  },
  {
   "company": "Brc",
   "ticker": "0HW0",
   "moatshark_slug": "0hw0",
   "sector": null,
   "value_usd": 15468472,
   "shares": 13935560,
   "portfolio_pct": 4.73,
   "previous_pct": 3.57,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 18
  }
 ]
}