Portfolio (Quarterly) Guide ↗

Engaged Capital

· CIK 0001559771

13F Portfolio $303M AUM 8 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FRPT	FRESHPET INC	Consumer Defensive	401,130	$24.4M	6.24%	SOLD

Sector Allocation

Consumer Cyclical 53.7%

Technology 24.5%

Industrials 14.0%

Healthcare 4.2%

Consumer Defensive 3.6%