Engine Capital Management, LP
- SEC CIK
- 0001665590
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 28
- −5 vs. Q1 2025
- Portfolio value
- $473.4M
- −$54.2M (−10.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVTRAvantor, Inc. | COM | 5,504,309 | $74.1M | 15.6% | +5,504,309 | New | History |
| NATLNCR Atleos Corp | COM SHS | 2,415,779 | $68.9M | 14.6% | +440,741+22.3% | Added | History |
| OFIXOrthofix Medical Inc. | COM | 4,251,671 | $47.4M | 10.0% | +510,281+13.6% | Added | History |
| KBRKBR, Inc. | COM | 825,417 | $39.6M | 8.4% | +509,619+161.4% | Added | History |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 187,513 | $32.4M | 6.8% | +2,300+1.2% | Added | History |
| CVEOCiveo Corp | COM NEW | 1,338,114 | $30.9M | 6.5% | 00.0% | Unchanged | History |
| MAGNMagnera Corp | COM SHS | 2,481,317 | $30.0M | 6.3% | +124,076+5.3% | Added | History |
| CZRCaesars Entertainment, Inc. | COM | 909,090 | $25.8M | 5.5% | 00.0% | Unchanged | History |
| LNWOLight & Wonder, Inc. | COM | 238,265 | $22.9M | 4.8% | +62,741+35.7% | Added | History |
| PRKSUnited Parks & Resorts Inc. | COM | 436,397 | $20.6M | 4.3% | +70,000+19.1% | Added | History |
| AMTMAmentum Holdings, Inc. | COM | 635,255 | $15.0M | 3.2% | 00.0% | Unchanged | History |
| UNFUnifirst Corp | COM | 62,099 | $11.7M | 2.5% | +62,099 | New | History |
| PHINPhinia Inc. | COMMON STOCK | 170,622 | $7.59M | 1.6% | 00.0% | Unchanged | History |
| EVRIEveri Holdings Inc. | COM | 504,301 | $7.18M | 1.5% | 00.0% | Unchanged | History |
| AOUTAmerican Outdoor Brands, Inc. | COM | 656,329 | $6.86M | 1.4% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 26,444 | $5.71M | 1.2% | 00.0% | Unchanged | – |
| MGMMGM Resorts International | Stock | 150,000 | $5.16M | 1.1% | 00.0% | Unchanged | History |
| LAURLaureate Education, Inc. | COMMON STOCK | 189,041 | $4.42M | 0.9% | −299,892−61.3% | Reduced | History |
| BCOBrinks Co | COM | 41,074 | $3.67M | 0.8% | 00.0% | Unchanged | History |
| XRAYDentsply Sirona Inc. | Stock | 188,459 | $2.99M | 0.6% | −517,942−73.3% | Reduced | History |
| THSTreeHouse Foods, Inc. | COM | 152,832 | $2.97M | 0.6% | 00.0% | Unchanged | History |
| PSXPhillips 66 | Stock | 20,000 | $2.39M | 0.5% | 00.0% | Unchanged | History |
| CLDTChatham Lodging Trust | COM | 238,252 | $1.66M | 0.4% | 00.0% | Unchanged | History |
| INNSummit Hotel Properties, Inc. | COM | 243,661 | $1.24M | 0.3% | 00.0% | Unchanged | History |
| CIOCity Office REIT, Inc. | COM | 231,020 | $1.23M | 0.3% | 00.0% | Unchanged | History |
| FVRRFiverr International Ltd. | ORD SHS | 25,291 | $741.8K | 0.2% | 00.0% | Unchanged | History |
| EYENational Vision Holdings, Inc. | COM | 9,938 | $228.7K | <0.1% | −3,865,763−99.7% | Reduced | History |
| RMNIRimini Street, Inc. | COM | 30,648 | $115.5K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (7)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| LKQLKQ Corp | COM | 1,266,614 | $53.9M | 10.2% | History |
| LYFTLyft, Inc. | CL A COM | 3,335,675 | $39.6M | 7.5% | History |
| QDELQuidelOrtho Corp | COM | 331,597 | $11.6M | 2.2% | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 703,972 | $3.48M | 0.7% | History |
| JELDJELD-WEN Holding, Inc. | COM | 30,197 | $180.3K | <0.1% | History |
| KFYKorn Ferry | COM NEW | 961 | $65.2K | <0.1% | History |
| ALSumisho Air Lease Corp | CL A | 750 | $36.2K | <0.1% | History |