Engine Capital Management, LP
- SEC CIK
- 0001665590
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 28
- +1 vs. Q3 2025
- Portfolio value
- $724.2M
- −$117.9M (−14.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVTRAvantor, Inc. | COM | 11,927,812 | $136.7M | 18.9% | −7,792,618−39.5% | Reduced | History |
| NATLNCR Atleos Corp | COM SHS | 2,581,525 | $98.4M | 13.6% | +172,846+7.2% | Added | History |
| UNFUnifirst Corp | COM | 459,871 | $88.7M | 12.2% | +397,772+640.5% | Added | History |
| SUNCSunocoCorp LLC | COM SHS LLC | 1,379,382 | $68.0M | 9.4% | +1,379,382 | New | History |
| OFIXOrthofix Medical Inc. | COM | 4,252,921 | $64.5M | 8.9% | 00.0% | Unchanged | History |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 199,247 | $40.5M | 5.6% | 00.0% | Unchanged | History |
| MAGNMagnera Corp | COM SHS | 2,243,827 | $34.0M | 4.7% | −458,214−17.0% | Reduced | History |
| PRKSUnited Parks & Resorts Inc. | COM | 856,397 | $31.1M | 4.3% | +420,000+96.2% | Added | History |
| CVEOCiveo Corp | COM NEW | 1,338,114 | $30.6M | 4.2% | 00.0% | Unchanged | History |
| SONOSonos Inc | COM | 1,256,060 | $22.1M | 3.0% | 00.0% | Unchanged | History |
| CZRCaesars Entertainment, Inc. | COM | 835,231 | $19.5M | 2.7% | −73,859−8.1% | Reduced | History |
| FVRRFiverr International Ltd. | ORD SHS | 750,424 | $14.8M | 2.0% | +126,701+20.3% | Added | History |
| FOXFFox Factory Holding Corp | COM | 772,422 | $13.2M | 1.8% | +772,422 | New | History |
| PHINPhinia Inc. | COMMON STOCK | 170,622 | $10.7M | 1.5% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 42,444 | $10.4M | 1.4% | −9,000−17.5% | Reduced | – |
| CMPCompass Minerals International Inc | Stock | 383,325 | $7.53M | 1.0% | +383,325 | New | History |
| MGMMGM Resorts International | Stock | 150,000 | $5.47M | 0.8% | 00.0% | Unchanged | History |
| AOUTAmerican Outdoor Brands, Inc. | COM | 656,329 | $5.07M | 0.7% | 00.0% | Unchanged | History |
| KBRKBR, Inc. | COM | 124,567 | $5.01M | 0.7% | −960,161−88.5% | Reduced | History |
| BCOBrinks Co | COM | 41,074 | $4.79M | 0.7% | 00.0% | Unchanged | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 328,833 | $4.67M | 0.6% | −2,256,741−87.3% | Reduced | History |
| THSTreeHouse Foods, Inc. | COM | 152,832 | $3.61M | 0.5% | 00.0% | Unchanged | History |
| CIOCity Office REIT, Inc. | COM | 231,020 | $1.61M | 0.2% | 00.0% | Unchanged | History |
| CLDTChatham Lodging Trust | COM | 200,000 | $1.36M | 0.2% | 00.0% | Unchanged | History |
| INNSummit Hotel Properties, Inc. | COM | 200,000 | $974.0K | 0.1% | 00.0% | Unchanged | History |
| LAURLaureate Education, Inc. | COMMON STOCK | 20,000 | $673.4K | 0.1% | −19,041−48.8% | Reduced | History |
| EYENational Vision Holdings, Inc. | COM | 9,538 | $246.3K | <0.1% | 00.0% | Unchanged | History |
| RMNIRimini Street, Inc. | COM | 17,416 | $67.6K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.