Engaged Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+17.26
- held
- added+2.12
- added+3.01
Positions
| ROVIRovi Corporation Com Stk (De) | 23.28% | 2,250,000 | $37M | added×2.3 | +17.26 pp | 9 q |
| unresolvedJamba Inc | 15.34% | 1,830,767 | $25M | added+9% | +1.60 pp | 7 q |
| MEDMedifast, Inc. | 13.91% | 737,465 | $22M | held | — | 8 q |
| MXMagnachip Semiconductor Corp. | 11.34% | 3,452,974 | $18M | added+42% | +2.12 pp | 3 q |
| BHEBenchmark Electronics | 10.83% | 843,768 | $17M | added+35% | +3.01 pp | 4 q |
| TRSTrimas Corporation | 7.33% | 633,040 | $12M | trimmed−36% | −1.96 pp | 6 q |
| unresolvedHeartware Intl Inc | 7.20% | 230,000 | $12M | added+11% | +1.01 pp | 2 q |
| unresolvedOuterwall Inc | 5.41% | 238,597 | $9M | new | +5.41 pp | new |
| HAINHain Celestial Group Inc | 2.17% | 86,604 | $3M | new | +2.17 pp | new |
| LBYYQLibbey Inc | 2.03% | 153,704 | $3M | new | +2.03 pp | new |
| AMAGAMAG Pharmaceuticals, Inc. | 1.15% | 61,425 | $2M | new | +1.15 pp | new |
| unresolvedBoulder Brands, Inc. | — | −5,836,087 | — | exited | −27.41 pp | — |
| unresolvedRentech, Inc. | — | −1,036,888 | — | exited | −3.33 pp | — |
| ABMABM Industries, Inc. | — | −129,135 | — | exited | −2.02 pp | — |
| ZIXIZix Corporation | — | −800,817 | — | exited | −1.93 pp | — |
| HZNHorizon Global Corporation | — | −330,531 | — | exited | −1.67 pp | — |