Marcato Capital (Richard McGuire) discloses updated portfolio positions in 13F filing: Increased RYAM DECK RCII positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- Increased positions in: RYAM (to ~1.56 mln shares from ~0.45 mln shares), DECK (to ~2.7 mln from ~1.95 mln), RCII (to ~1.22 mln from ~0.73 mln), ITRI (to ~0.86 mln from ~0.39 mln), FG (to ~1.04 mln from ~0.59 mln) HZN (to ~0.78 mln from ~0.66 mln),
- Maintained positions in: TPHS (~3.82 mln shares), TEX (~2.89 mln)
- Closed positions in: GT (from ~2.16 mln shares), SFLY (from ~0.81 mln), AVT (from ~0.48 mln), LQ (from ~0.28 mln), HMTV (from ~0.01 mln)
- Decreased positions in: BID (to ~0.65 mln shares from ~0.78 mln shares) DXC (to ~0.66 mln from ~0.71 mln), IAC (to ~0.78 mln from ~0.85 mln), AIR (to ~1.31 mln from ~1.41 mln)