Engaged Capital Llc - Net Worth and Insider Trading
Engaged Capital Llc Net Worth
The estimated net worth of Engaged Capital Llc is at least $287 Million dollars as of 2024-08-25. Engaged Capital Llc is the of Upbound Group Inc and owns about 4,533,609 shares of Upbound Group Inc (UPBD) stock worth over $151 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 $31 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 assumption that Engaged Capital Llc has not made any transactions after 2022-08-17 and currently still holds the listed stock(s).
Transaction Summary of Engaged Capital Llc
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 |
![]() | ![]() | 2018-08-20 | 10 percent owner |
![]() | ![]() | 2017-01-11 | 10 percent owner |
![]() | ![]() | 2016-08-09 | other: See Footnote 1 |
![]() | ![]() | 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 $151 Million and a weighting of 52.86%. 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 25.99%. Engaged Capital Llc also owns 5,118,786 shares of SunOpta Inc (STKL) as of August 17, 2022, with a value of $31 Million and a weighting of 10.9%. The other 2 stocks MagnaChip Semiconductor Corp (MX) , The Hain Celestial Group Inc (HAIN) have a combined weighting of 10.25% among all his current holdings.
Latest Holdings of Engaged Capital Llc
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
UPBD | Upbound Group Inc | 2018-08-20 | 4,533,609 | 33.41 | 151,467,877 |
OUTR | Outerwall Inc | 2016-08-09 | 1,432,170 | 52.00 | 74,472,840 |
STKL | SunOpta Inc | 2022-08-17 | 5,118,786 | 6.10 | 31,224,595 |
MX | MagnaChip Semiconductor Corp | 2017-01-11 | 3,452,974 | 4.93 | 17,023,162 |
HAIN | The Hain Celestial Group Inc | 2021-11-15 | 1,906,202 | 6.47 | 12,333,127 |
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
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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.
Performance of Engaged Capital Llc
Engaged Capital Llc Ownership Network
Ownership Network List of Engaged Capital Llc
Ownership Network Relation of Engaged Capital Llc
![Insider Network Chart](https://static.gurufocus.com/insider-network.png)
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 director & CEO Joseph Ennen , Chief Financial Officer Greg Gaba , and Chief Customer Officer Chad Hagen .
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 sale of 135,000 shares made by Joseph Ennen , a net purchase of 74,000 shares made by Brian W Kocher , and a net sale of 45,000 shares made by Lovas Katrina Houde .
In summary, during the past 3 months, insiders sold 0 shares of SunOpta Inc (STKL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 202,000 shares of SunOpta Inc (STKL) were sold and 89,000 shares were bought by its insiders, resulting in a net sale of 113,000 shares.
SunOpta Inc (STKL)'s detailed insider trading history can be found in Insider Trading Tracker table.
SunOpta Inc Insider Transactions
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.