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Engaged Capital 13F holdings, Q1 2020

Holdings as of March 31, 2020 · filings on SEC EDGAR · latest filing →

Engaged Capital disclosed 8 US equity positions worth $762.8m in its Q1 2020 13F filing. The largest position was HAIN at 71.7% of the reported book, followed by UPBD and MED. Against the Q4 2019 filing, it opened 0 new positions, added to 0 and reduced 2 among the top 8 holdings.

← Q4 2019 · Q2 2020 →

What did Engaged Capital own in Q1 2020? Top 8 positions

#StockSectorWeightValueSharesΔ sharesvs Q4 2019
1 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 71.7%$547.2m21,068,777 0% held
2 UPBD RENT A CTR INC NEW Technology 9.9%$75.4m5,333,609 0% held
3 MED MEDIFAST INC Consumer Cyclical 9.5%$72.5m1,160,376 0% held
4 APOG APOGEE ENTERPRISES INC Industrials 2.7%$20.5m984,759 -36% reduced
5 TIVO CORP 2.3%$17.9m2,525,000 0% held
6 STKL SUNOPTA INC 2.0%$15.0m8,731,907 0% held
7 VYX NCR CORP NEW Technology 1.5%$11.3m638,010 -17% reduced
8 INNERWORKINGS INC 0.4%$3.0m2,573,248 -0% held

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.