13F filing recap · Q1 2014

What did Engaged Capital buy in Q1 2014?

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

Stock value

$145.67M

Positions

Estimated turnover

42.7%

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

MEDMedifast, Inc.$17.45Mreported value+600.0K shares OPLKOplink Communications Inc$3.33Mreported value+185.6K shares QEPQep Resources, Inc.$2.89Mreported value+98.3K shares

Increased positions

RTKRentech Inc$16.23Mreported value+38.7K shares+0.5%SIMGSilicon Image Inc$6.86Mreported value+718.4K shares+261.0%

Reduced positions

ROVIRovi Corp$11.26Mreported value-114.6K shares-18.8%OSISOsi Systems, Inc.$2.45Mreported value-40.9K shares-50.0%AVAVAerovironment Inc$2.01Mreported value-530.8K shares-91.4%URSUrs Corp$1.29Mreported value-27.4K shares