13F filing recap · Q1 2020

What did Engaged Capital buy in Q1 2020?

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

Stock value

$762.80M

Positions

Estimated turnover

1.6%

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.

Reduced positions

APOGApogee Enterprises, Inc.$20.50Mreported value-565.1K shares-36.5%VYXNcr Voyix Corporation$11.29Mreported value-135.0K shares-17.5%INWKInnerworkings Inc$3.01Mreported value-100 shares-0.0%