Engaged Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+2.48
- added+4.79
- held
Positions
| unresolvedSilicon Image Inc | 18.64% | 4,136,852 | $23M | added+45% | +8.00 pp | 5 q |
| unresolvedJamba Inc | 17.64% | 1,431,889 | $22M | added+21% | +5.21 pp | 3 q |
| MEDMedifast, Inc. | 16.75% | 611,609 | $21M | added+4% | +2.48 pp | 4 q |
| TRSTrimas Corporation | 11.53% | 451,488 | $14M | added+20% | +4.79 pp | 2 q |
| ROVIRovi Corporation Com Stk (De) | 8.24% | 447,129 | $10M | held | — | 5 q |
| unresolvedRentech, Inc. | 8.09% | 7,863,898 | $10M | added+3% | −1.56 pp | 5 q |
| unresolvedVolcano Corporation | 7.34% | 502,825 | $9M | trimmed−76% | −9.47 pp | 5 q |
| ANFAbercrombie & Fitch Co. | 6.18% | 264,290 | $8M | trimmed−3% | −1.16 pp | 5 q |
| unresolvedUti Worldwide Inc | 1.41% | 143,337 | $2M | trimmed−8% | +0.19 pp | 5 q |
| unresolvedParexel Intl Corp | 1.26% | 27,747 | $2M | new | +1.26 pp | new |
| AWIArmstrong World Industries, Inc. | 1.19% | 28,604 | $1M | new | +1.19 pp | new |
| TEXTerex Corporation | 1.16% | 51,079 | $1M | new | +1.16 pp | new |
| unresolvedProcera Networks Inc | 0.57% | 97,310 | $700,000 | new | +0.57 pp | new |
| unresolvedOplink Communications, Inc. | — | −863,468 | — | exited | −10.73 pp | — |
| unresolvedExpress Inc | — | −175,000 | — | exited | −2.02 pp | — |
| ICUIICU Medical Inc | — | −22,711 | — | exited | −1.08 pp | — |
| AVAVAeroVironment, Inc. | — | −25,000 | — | exited | −0.56 pp | — |