Engaged Capital LLC

Q1 2014 13F-HR Holdings

Location
Newport Beach, CA
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
14
Total value ($000)
$142,338
Net value change ($000)
+1,607 (1.1%)
New positions
3
Sold out positions
0
Turnover %
19.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MED 17,454 NEW
*SILICON IMAGE INC 6,856 NEW
QEP RESOURCES, INC. 2,893 NEW
ANF 2,471 17.0%
RENTECH INC 1,349 9.1%
TKR 624 6.7%
Top Reduces (Value $000, Stocks/ETFs)
AVAV -14,911 -88.1%
VOLCANO CORP -5,077 -9.8%
PAREXEL INTL CORP -4,056 -79.8%
OSIS -1,896 -43.6%
URS CORP NEW COM -1,612 -55.6%
UTI WORLDWIDE INC -1,248 -39.7%
Rovi Corp -730 -6.1%
LXU -510 -8.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type