Engine Capital Management, LP
- SEC CIK
- 0001665590
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 27
- −1 vs. Q2 2025
- Portfolio value
- $842.2M
- +$368.7M (+77.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVTRAvantor, Inc. | COM | 19,720,430 | $246.1M | 29.2% | +14,216,121+258.3% | Added | History |
| NATLNCR Atleos Corp | COM SHS | 2,408,679 | $94.7M | 11.2% | −7,100−0.3% | Reduced | History |
| LNWOLight & Wonder, Inc. | COM | 964,137 | $80.9M | 9.6% | +725,872+304.6% | Added | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 2,585,574 | $64.0M | 7.6% | +2,585,574 | New | History |
| OFIXOrthofix Medical Inc. | COM | 4,252,921 | $62.3M | 7.4% | +1,2500.0% | Added | History |
| KBRKBR, Inc. | COM | 1,084,728 | $51.3M | 6.1% | +259,311+31.4% | Added | History |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 199,247 | $39.4M | 4.7% | +11,734+6.3% | Added | History |
| MAGNMagnera Corp | COM SHS | 2,702,041 | $31.7M | 3.8% | +220,724+8.9% | Added | History |
| CVEOCiveo Corp | COM NEW | 1,338,114 | $30.8M | 3.7% | 00.0% | Unchanged | History |
| CZRCaesars Entertainment, Inc. | COM | 909,090 | $24.6M | 2.9% | 00.0% | Unchanged | History |
| PRKSUnited Parks & Resorts Inc. | COM | 436,397 | $22.6M | 2.7% | 00.0% | Unchanged | History |
| SONOSonos Inc | COM | 1,256,060 | $19.8M | 2.4% | +1,256,060 | New | History |
| FVRRFiverr International Ltd. | ORD SHS | 623,723 | $15.2M | 1.8% | +598,432+2,366.2% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 51,444 | $12.4M | 1.5% | +25,000+94.5% | Added | – |
| UNFUnifirst Corp | COM | 62,099 | $10.4M | 1.2% | 00.0% | Unchanged | History |
| PHINPhinia Inc. | COMMON STOCK | 170,622 | $9.81M | 1.2% | 00.0% | Unchanged | History |
| AOUTAmerican Outdoor Brands, Inc. | COM | 656,329 | $5.70M | 0.7% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 150,000 | $5.20M | 0.6% | 00.0% | Unchanged | History |
| BCOBrinks Co | COM | 41,074 | $4.80M | 0.6% | 00.0% | Unchanged | History |
| THSTreeHouse Foods, Inc. | COM | 152,832 | $3.09M | 0.4% | 00.0% | Unchanged | History |
| XRAYDentsply Sirona Inc. | Stock | 138,409 | $1.76M | 0.2% | −50,050−26.6% | Reduced | History |
| CIOCity Office REIT, Inc. | COM | 231,020 | $1.61M | 0.2% | 00.0% | Unchanged | History |
| CLDTChatham Lodging Trust | COM | 200,000 | $1.34M | 0.2% | −38,252−16.1% | Reduced | History |
| LAURLaureate Education, Inc. | COMMON STOCK | 39,041 | $1.23M | 0.1% | −150,000−79.3% | Reduced | History |
| INNSummit Hotel Properties, Inc. | COM | 200,000 | $1.10M | 0.1% | −43,661−17.9% | Reduced | History |
| EYENational Vision Holdings, Inc. | COM | 9,538 | $278.4K | <0.1% | −400−4.0% | Reduced | History |
| RMNIRimini Street, Inc. | COM | 17,416 | $81.5K | <0.1% | −13,232−43.2% | Reduced | History |
Sold out since Q2 2025 (3)
Positions held at the end of Q2 2025 that are gone from this filing.