# EDGAR Filing Document

**Accession Number:** 0001559771
**File Stem:** 0000921895-25-002440
**Filing Date:** 2025-8
**Character Count:** 6623
**Document Hash:** 5379d848c6aa08c622ec1804df8e0436
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000921895-25-002440.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0000921895-25-002440

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Engaged Capital LLC
- **CENTRAL INDEX KEY:** 0001559771

**ORGANIZATION NAME:**
- **EIN:** 454591052
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16004
- **FILM NUMBER:** 251274614

**BUSINESS ADDRESS:**
- **STREET 1:** 610 NEWPORT CENTER DRIVE
- **STREET 2:** SUITE 950
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660
- **BUSINESS PHONE:** 949-734-7900

**MAIL ADDRESS:**
- **STREET 1:** 610 NEWPORT CENTER DRIVE
- **STREET 2:** SUITE 950
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001559771

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Engaged Capital LLC

**Address:** 610 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660

**Telephone number:** 949-734-7900

**Name of agent for service:** Ryan Nebel

**Agent Address:** Olshan Frome Wolosky LLP, New York, NY 10019

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-16004

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300NV7Q9XMJBM4877

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 2

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER         | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                           | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| V.F. Corporation       | 918204108 | 07/23/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        5341368 |                0 | AGAINST     |                                  5341368 | AGAINST                     |  |
| YETI Holdings, Inc.    | 98585X104 | 05/01/2025     | Approval, on an advisory basis, of the compensation paid to our named executive officers.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        1384778 |                0 | FOR         |                                  1384778 | FOR                         |  |
| GXO Logistics, Inc.    | 36262G101 | 05/13/2025     | Advisory Vote to Approve Executive Compensation To conduct an advisory vote to approve the executive compensation of the company's named executive officers ("NEOs") as disclosed in this Proxy Statement. | SECTION 14A SAY-ON-PAY VOTES |         912000 |                0 | FOR         |                                   912000 | FOR                         |  |
| NCR Atleos Corporation | 63001N106 | 05/21/2025     | Consider and vote to approve, on a non-binding and advisory basis, the compensation of the named executive officers ("Say on Pay"), as more particularly described in these proxy materials.               | SECTION 14A SAY-ON-PAY VOTES |        1906500 |                0 | FOR         |                                  1906500 | FOR                         |  |
| Chart Industries, Inc. | 16115Q308 | 05/20/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         368896 |                0 | FOR         |                                   368896 | FOR                         |  |
| NCR Voyix Corporation  | 62886E108 | 06/06/2025     | To approve, on a non-binding and advisory basis, the compensation of the named executive officers as more particularly described in the proxy materials.                                                   | SECTION 14A SAY-ON-PAY VOTES |        2077085 |                0 | FOR         |                                  2077085 | FOR                         |  |
| Evolent Health, Inc.   | 30050B101 | 06/05/2025     | Proposal to approve the compensation of our named executive officers for 2024 on an advisory basis.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        5179368 |                0 | FOR         |                                  5179368 | FOR                         |  |
| Portillo's Inc.        | 73642K106 | 06/10/2025     | Advisory Vote on Executive Compensation.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        4929671 |                0 | FOR         |                                  4929671 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Engaged Capital LLC

**By (Signature):** Glenn W. Welling

**By (Printed Signature):** Glenn W. Welling

**By (Title):** Founder and Chief Investment Officer

**Date:** 08/28/2025