Engine Capital Management, LP
- SEC CIK
- 0001665590
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 26
- −2 vs. Q4 2025
- Portfolio value
- $828.4M
- +$104.2M (+14.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVTRAvantor, Inc. | COM | 19,780,830 | $155.1M | 18.7% | +7,853,018+65.8% | Added | History |
| NATLNCR Atleos Corp | COM SHS | 2,581,525 | $112.5M | 13.6% | 00.0% | Unchanged | History |
| SUNCSunocoCorp LLC | COM SHS LLC | 1,019,854 | $62.9M | 7.6% | −359,528−26.1% | Reduced | History |
| DNOWDNOW Inc. | COM | 5,165,862 | $61.5M | 7.4% | +5,165,862 | New | History |
| BCOBrinks Co | COM | 549,417 | $56.9M | 6.9% | +508,343+1,237.6% | Added | History |
| KBRKBR, Inc. | COM | 1,531,313 | $56.4M | 6.8% | +1,406,746+1,129.3% | Added | History |
| OFIXOrthofix Medical Inc. | COM | 4,390,779 | $50.4M | 6.1% | +137,858+3.2% | Added | History |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 199,247 | $36.0M | 4.3% | 00.0% | Unchanged | History |
| PRKSUnited Parks & Resorts Inc. | COM | 1,034,414 | $33.8M | 4.1% | +178,017+20.8% | Added | History |
| CMPCompass Minerals International Inc | Stock | 1,439,065 | $33.6M | 4.1% | +1,055,740+275.4% | Added | History |
| FOXFFox Factory Holding Corp | COM | 2,026,230 | $33.4M | 4.0% | +1,253,808+162.3% | Added | History |
| CVEOCiveo Corp | COM NEW | 874,476 | $23.1M | 2.8% | −463,638−34.6% | Reduced | History |
| MAGNMagnera Corp | COM SHS | 2,243,827 | $21.3M | 2.6% | 00.0% | Unchanged | History |
| UNFUnifirst Corp | COM | 74,040 | $18.6M | 2.2% | −385,831−83.9% | Reduced | History |
| SONOSonos Inc | COM | 1,256,060 | $16.8M | 2.0% | 00.0% | Unchanged | History |
| FVRRFiverr International Ltd. | ORD SHS | 1,338,644 | $13.4M | 1.6% | +588,220+78.4% | Added | History |
| PHINPhinia Inc. | COMMON STOCK | 170,622 | $11.7M | 1.4% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 42,444 | $10.5M | 1.3% | 00.0% | Unchanged | – |
| AOUTAmerican Outdoor Brands, Inc. | COM | 656,329 | $6.13M | 0.7% | 00.0% | Unchanged | History |
| WEAVWeave Communications, Inc. | Stock | 1,051,525 | $4.86M | 0.6% | +1,051,525 | New | History |
| MGMMGM Resorts International | Stock | 100,000 | $3.70M | 0.4% | −50,000−33.3% | Reduced | History |
| BVSBioventus Inc. | COM CL A | 315,018 | $2.88M | 0.3% | +315,018 | New | History |
| CLDTChatham Lodging Trust | COM | 200,000 | $1.57M | 0.2% | 00.0% | Unchanged | History |
| INNSummit Hotel Properties, Inc. | COM | 200,000 | $884.0K | 0.1% | 00.0% | Unchanged | History |
| EYENational Vision Holdings, Inc. | COM | 9,538 | $247.0K | <0.1% | 00.0% | Unchanged | History |
| RMNIRimini Street, Inc. | COM | 17,416 | $57.1K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (5)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| CZRCaesars Entertainment, Inc. | COM | 835,231 | $19.5M | 2.7% | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 328,833 | $4.67M | 0.6% | History |
| THSTreeHouse Foods, Inc. | COM | 152,832 | $3.61M | 0.5% | History |
| CIOCity Office REIT, Inc. | COM | 231,020 | $1.61M | 0.2% | History |
| LAURLaureate Education, Inc. | COMMON STOCK | 20,000 | $673.4K | 0.1% | History |