Engaged Capital Llc - Net Worth and Insider Trading

Engaged Capital Llc Net Worth

The estimated net worth of Engaged Capital Llc is at least $274 Million dollars as of 2024-12-28. Engaged Capital Llc is the of Upbound Group Inc and owns about 4,533,609 shares of Upbound Group Inc (UPBD) stock worth over $132 Million. Engaged Capital Llc is the of Outerwall Inc and owns about 1,432,170 shares of Outerwall Inc (OUTR) stock worth over $74 Million. Engaged Capital Llc is also the of SunOpta Inc and owns about 5,118,786 shares of SunOpta Inc (STKL) stock worth over $40 Million. Besides these, Engaged Capital Llc also holds MagnaChip Semiconductor Corp (MX) , The Hain Celestial Group Inc (HAIN) . Details can be seen in Engaged Capital Llc's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Engaged Capital Llc has not made any transactions after 2022-08-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Engaged Capital Llc

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Engaged Capital Llc Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Engaged Capital Llc owns 7 companies in total, including SunOpta Inc (STKL) , The Hain Celestial Group Inc (HAIN) , and Jamba Inc (JMBA) among others .

Click here to see the complete history of Engaged Capital Llc’s form 4 insider trades.

Insider Ownership Summary of Engaged Capital Llc

Ticker Comapny Transaction Date Type of Owner
STKL SunOpta Inc 2022-08-17 10 percent owner
HAIN The Hain Celestial Group Inc 2021-11-15 10 percent owner
JMBA Jamba Inc 2018-09-13 other: See Footnote 1
LIMIT LIMIT 2018-08-20 10 percent owner
LIMIT LIMIT 2017-01-11 10 percent owner
LIMIT LIMIT 2016-08-09 other: See Footnote 1
LIMIT LIMIT 2022-05-02 10 percent owner

Engaged Capital Llc Latest Holdings Summary

Engaged Capital Llc currently owns a total of 5 stocks. Among these stocks, Engaged Capital Llc owns 4,533,609 shares of Upbound Group Inc (UPBD) as of August 20, 2018, with a value of $132 Million and a weighting of 48.39%. Engaged Capital Llc owns 1,432,170 shares of Outerwall Inc (OUTR) as of August 9, 2016, with a value of $74 Million and a weighting of 27.22%. Engaged Capital Llc also owns 5,118,786 shares of SunOpta Inc (STKL) as of August 17, 2022, with a value of $40 Million and a weighting of 14.61%. The other 2 stocks MagnaChip Semiconductor Corp (MX) , The Hain Celestial Group Inc (HAIN) have a combined weighting of 9.77% among all his current holdings.

Latest Holdings of Engaged Capital Llc

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
UPBD Upbound Group Inc 2018-08-20 4,533,609 29.20 132,381,383
OUTR Outerwall Inc 2016-08-09 1,432,170 52.00 74,472,840
STKL SunOpta Inc 2022-08-17 5,118,786 7.81 39,977,719
MX MagnaChip Semiconductor Corp 2017-01-11 3,452,974 4.15 14,329,842
HAIN The Hain Celestial Group Inc 2021-11-15 1,906,202 6.50 12,390,313

Holding Weightings of Engaged Capital Llc


Engaged Capital Llc Form 4 Trading Tracker

According to the SEC Form 4 filings, Engaged Capital Llc has made a total of 0 transactions in Upbound Group Inc (UPBD) over the past 5 years. The most-recent trade in Upbound Group Inc is the sale of 4,450,000 shares on August 20, 2018, which brought Engaged Capital Llc around $65 Million.

According to the SEC Form 4 filings, Engaged Capital Llc has made a total of 0 transactions in Outerwall Inc (OUTR) over the past 5 years. The most-recent trade in Outerwall Inc is the sale of 999,000 shares on August 9, 2016, which brought Engaged Capital Llc around $52 Million.

According to the SEC Form 4 filings, Engaged Capital Llc has made a total of 7 transactions in SunOpta Inc (STKL) over the past 5 years, including 3 buys and 4 sells. The most-recent trade in SunOpta Inc is the sale of 973,133 shares on August 17, 2022, which brought Engaged Capital Llc around $11 Million.

More details on Engaged Capital Llc's insider transactions can be found in the Insider Trading History of Engaged Capital Llc table.

Insider Trading History of Engaged Capital Llc

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Engaged Capital Llc Trading Performance

GuruFocus tracks the stock performance after each of Engaged Capital Llc's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Engaged Capital Llc is 51%. GuruFocus also compares Engaged Capital Llc's trading performance to market benchmark return within the same time period. The performance of stocks bought by Engaged Capital Llc within 3 months outperforms 5 times out of 5 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Engaged Capital Llc's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Engaged Capital Llc

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
3 out of 4 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 15.21 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 11.15 LIMIT LIMIT LIMIT LIMIT LIMIT

Engaged Capital Llc Ownership Network

Ownership Network List of Engaged Capital Llc

No Data

Ownership Network Relation of Engaged Capital Llc

Insider Network Chart

Engaged Capital Llc Owned Company Details

What does SunOpta Inc do?

Who are the key executives at SunOpta Inc?

Engaged Capital Llc is the 10 percent owner of SunOpta Inc. Other key executives at SunOpta Inc include Chief Information Officer Robert Duchscher , SVP Research Development & QA Bryan P Clark , and director & CEO Joseph Ennen .

SunOpta Inc (STKL) Insider Trades Summary

Over the past 18 months, Engaged Capital Llc made no insider transaction in SunOpta Inc (STKL). Other recent insider transactions involving SunOpta Inc (STKL) include a net purchase of 74,000 shares made by Brian W Kocher , a net sale of 150,000 shares made by Joseph Ennen , and a net sale of 50,000 shares made by Robert Duchscher .

In summary, during the past 3 months, insiders sold 63,142 shares of SunOpta Inc (STKL) in total and bought 0 shares, with a net sale of 63,142 shares. During the past 18 months, 300,347 shares of SunOpta Inc (STKL) were sold and 74,000 shares were bought by its insiders, resulting in a net sale of 226,347 shares.

SunOpta Inc (STKL)'s detailed insider trading history can be found in Insider Trading Tracker table.

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SunOpta Inc Insider Transactions

No Available Data

Engaged Capital Llc Mailing Address

Above is the net worth, insider trading, and ownership report for Engaged Capital Llc. You might contact Engaged Capital Llc via mailing address: 610 Newport Center Drive, Suite 950, Newport Beach Ca 92660.

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