Blue Harbour Group 13F holdings, Q4 2005
Holdings as of December 31, 2005 · filings on SEC EDGAR · latest filing →
Blue Harbour Group disclosed 12 US equity positions worth $358.4m in its Q4 2005 13F filing. The largest position was READERS DIGEST ASSOC., INC at 20.4% of the reported book, followed by THE YANKEE CANDLE CO, INC and ACXIOM CORP.
What did Blue Harbour Group own in Q4 2005? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | READERS DIGEST ASSOC., INC | 20.4% | $72.9m | 4,792,100 | – | ||
| 2 | THE YANKEE CANDLE CO, INC | 14.3% | $51.4m | 2,007,400 | – | ||
| 3 | ACXIOM CORP | 12.3% | $44.2m | 1,922,367 | – | ||
| 4 | AGERE SYS INC | 11.0% | $39.3m | 3,049,400 | – | ||
| 5 | HOUSTON EXPLORATION COMPANY | 10.5% | $37.6m | 711,600 | – | ||
| 6 | CSK AUTO CORP | 9.0% | $32.3m | 2,145,000 | – | ||
| 7 | SIRVA, INC | 6.8% | $24.5m | 3,064,864 | – | ||
| 8 | NEENAH PAPER INC | 5.4% | $19.4m | 693,200 | – | ||
| 9 | LAIDLAW INTERNATIONAL, INC | 5.4% | $19.3m | 831,200 | – | ||
| 10 | EFUNDS CORPORATION | 2.3% | $8.1m | 347,100 | – | ||
| 11 | LODGENET ENTMT CORP | 1.6% | $5.9m | 423,863 | – | ||
| 12 | KINDRED HEALTHCARE INC | 0.9% | $3.3m | 128,900 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.