Skip to content
Disclosery

Engaged Capital LLC: VFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Engaged Capital LLC on VFC, newest first. How the timeline and the estimate are built.

Engaged Capital LLC held 4,521,894 VFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,521,894 shares
    Change vs previous 13F -157,095 shares

    23.06% of the 13F portfolio, value $75,425,192.

    13F-HR 0000921895-26-002154 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,678,989 shares
    Change vs previous 13F -627,559 shares

    26.2% of the 13F portfolio, value $79,496,023.

    13F-HR 0000921895-26-001375 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,306,548 shares
    Change vs previous 13F -555,820 shares

    24.47% of the 13F portfolio, value $95,942,388.

    13F-HR 0000921895-26-000438 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,862,368 shares
    Change vs previous 13F +445,000 shares

    20.75% of the 13F portfolio, value $84,593,970.

    13F-HR 0000921895-25-003080 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,417,368 shares
    Change vs previous 13F -67,000 shares

    17.8% of the 13F portfolio, value $63,654,074.

    13F-HR 0000921895-25-002274 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,484,368 shares
    Change vs previous 13F +143,000 shares

    21.7% of the 13F portfolio, value $85,117,391.

    13F-HR 0000921895-25-001519 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,341,368 shares
    Change vs previous 13F 0 shares

    23.57% of the 13F portfolio, value $114,625,757.

    13F-HR 0000921895-25-000457 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,341,368 shares
    Change vs previous 13F not available

    17.28% of the 13F portfolio, value $106,560,292.

    13F-HR 0000921895-24-002693 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).