Marcato Capital (Richard McGuire) discloses updated portfolio positions in 13F filing: Increased TEX / RYAM / HZN positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: ITRI (~0.39 mln shares)
- Increased positions in: TEX (to ~2.89 mln shares from ~1.09 mln shares), RYAM (to ~0.45 mln from ~0.28 mln),HZN (to ~0.66 mln from ~0.51 mln), BLDR (to ~0.63 mln from ~0.53 mln), BWLD (to ~0.99 mln from ~0.98 mln)
- Maintained positions in: GT (~2.16 mln shares), DECK (~1.95 mln shares), AIR (~1.41 mln shares), SFLY (~0.81 mln shares)
- Closed positions in: NTCT (from ~0.64 mln shares), ERI (from ~0.21 mln)
- Decreased positions in: LQ (to ~0.28 mln shares from ~0.47 mln shares), HMTV (to ~0.01 mln from ~0.17 mln),TPHS (to ~3.82 mln from ~4.11 mln), IAC (to ~0.85 mln from ~0.94 mln), BID (to ~0.78 mln from ~0.86 mln), DXC(to ~0.71 mln from ~0.79 mln