In 3Q14, Marcato Capital sold a position in Brookfield Residential Properties Inc. (BRP). The stock accounted for 0.6% of the fund’s portfolio for the second quarter ending in June.
Marcato Capital added to its position in Avis Budget Group (CAR) . The stock accounted for 5.84% of the fund’s portfolio for the quarter ending in September.
Marcato Capital added to its position in Lear corporation (LEA) during 3Q14. The stock accounted for 11.13% of the fund’s portfolio for the quarter ending in September.
