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Engaged Capital LLC · 13F 持仓分析
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Engaged Capital LLC

No.5485
最新持仓市值 (Q2 2026)
$3.27亿
环比变动 Q1 2026
+$2,366.3万+7.8%
持仓股票数
10
新买入
2
加仓
1
减仓
4
清仓
0
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
VV FVFC
23.06%26.2%$7,542.5万452.2万股$7,949.6万467.9万股-15.7万股-3.36%减仓
YYETIYETI
18.09%21.52%$5,917.9万119.4万股$6,528.0万178.4万股-59.0万股-33.07%减仓
GXO LOGISTICS INCORPORATEDGXO
15.26%14.04%$4,992.8万98.5万股$4,260.9万82.2万股+16.3万股+19.84%加仓
EEVOLENT HEALTHEVH
9.22%4.18%$3,015.6万556.4万股$1,268.6万556.4万股00.00%持仓不变
FFRESHPETFRPT
8.76%$2,865.8万48.5万股$00股+48.5万股新买入
CCOGNEXCGNX
7.51%7.81%$2,455.0万33.9万股$2,371.1万48.4万股-14.5万股-29.96%减仓
BLACKLINEBL
7.1%16.68%$2,323.1万82.8万股$5,060.2万136.8万股-54.0万股-39.48%减仓
PORTILLOSPTLO
4.99%6%$1,632.0万344.3万股$1,821.3万344.3万股00.00%持仓不变
BBRC INC COM CL A0HW0
4.73%3.57%$1,546.8万1,393.6万股$1,081.7万1,393.6万股00.00%持仓不变
EEVOLENT HEALTH, INC.EVH
1.27%$416.0万550.0万股$00股+550.0万股新买入

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