Marcato Capital (Richard McGuire) discloses updated portfolio positions in 13F filing: Closed out SIG / FC
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: DXC (~0.79 mln shares), NTCT (~0.64 mln), CFCO (~0.55 mln), RYAM (~0.28 mln)
- Increased positions in: RCII (to ~0.68 mln shares from ~0.43 mln shares), LQ (to ~0.47 mln from ~0.35 mln)
- Maintained positions in: TPHS (~4.11 mln shares), GT (~2.16 mln shares), DECK (~1.95 mln shares), AIR (~1.39 mln shares), TEX (~1.09 mln shares), BWLD (~0.98 mln shares), IAC (~0.94 mln shares), SFLY (~0.81 mln shares)
- Closed positions in: SIG (from ~0.7 mln shares), FC (from ~0.17 mln)
- Decreased positions in: BID (to ~0.86 mln shares from ~1.78 mln shares), AVT (to ~0.53 mln from ~1.34 mln), ERI (to ~0.21 mln from ~0.32 mln)