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 |
