13F filing recap · Q2 2019

What did Engaged Capital buy in Q2 2019?

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

Stock value

$822.16M

Positions

Estimated turnover

16.0%

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.

Increased positions

HAINThe Hain Celestial Group, Inc.$461.41Mreported value+4.21M shares+25.0%MGLNMagellan Health Inc$28.16Mreported value+151.8K shares+66.7%

Exited positions

BHEBenchmark Electronics, Inc.$9.03Mprior reported value-343.9K shares-100.0%PETXAratana Therapeutics Inc$8.70Mprior reported value-2.42M shares-100.0%MEDMedifast, Inc.$1.43Mprior reported value-11.2K shares-100.0%