Engaged Capital

Engaged Capital as of Dec. 31, 2013

Portfolio Holdings for Engaged Capital

Engaged Capital holds 11 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Volcano Corporation 36.8 $52M 2.4M 21.85
AeroVironment (AVAV) 12.0 $17M 581k 29.14
Rentech 10.6 $15M 8.5M 1.75
Abercrombie & Fitch (ANF) 10.3 $15M 442k 32.91
Rovi Corporation 8.5 $12M 609k 19.69
Timken Company (TKR) 6.6 $9.3M 168k 55.07
LSB Industries (LXU) 4.1 $5.8M 142k 41.02
PAREXEL International Corporation 3.6 $5.1M 113k 45.18
OSI Systems (OSIS) 3.1 $4.3M 82k 53.11
Uti Worldwide 2.2 $3.1M 179k 17.56
URS Corporation 2.1 $2.9M 55k 53.00