Engaged Capital’s AUM, Holdings and Performance

1. Hain Celestial Group Inc (NASDAQ:HAIN)

In Hain Celestial Group Inc (NASDAQ:HAIN), Engaged Capital boosted its stake by some 6.16 million shares during the second quarter. In this way, the fund held 8.04 million shares of the company worth $312.24 million at the end of June, according to its latest 13F filing. At the same time, in a 13D filing on June 29, the fund also disclosed holding some 2.31 million shares underlying call options, which raises its position to 10.35 million shares, or 9.9% of the company’s stock. Engaged Capital initiated a stake in Hain Celestial Group in the first quarter, and when it boosted its position in June, it also announced that it had submitted seven candidates to the company’s eight-person board. Overall, there were 35 funds tracked by us long Hain Celestial Group Inc (NASDAQ:HAIN), including Philippe Laffont‘s Coatue Management, Larry Robbins‘ Glenview Capital, and David Tepper‘s Appaloosa Management.

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