13F filing recap · Q4 2013

What did Engaged Capital buy in Q4 2013?

Reported stock-position changes between this filing and the previous one.

Stock value

$142.42M

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

VOLCVolcano Corporation$51.84Mreported value+2.37M shares AVAVAerovironment Inc$16.92Mreported value+580.8K shares RTKRentech Inc$14.88Mreported value+8.51M shares ANFAbercrombie & Fitch Co.$14.55Mreported value+442.1K shares ROVIRovi Corp$11.98Mreported value+608.7K shares TKRTimken Co$9.26Mreported value+168.2K shares LXULsb Industries, Inc.$5.81Mreported value+141.7K shares PRXLParexel International Corporation$5.08Mreported value+112.5K shares OSISOsi Systems, Inc.$4.34Mreported value+81.8K shares UTIWUti Worldwide Inc$3.14Mreported value+179.0K shares URSUrs Corp$2.90Mreported value+54.7K shares SIMGSilicon Image Inc$1.69Mreported value+275.2K shares