Engine Capital Management, LP
- SEC CIK
- 0001665590
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 29
- +3 vs. Q1 2026
- Portfolio value
- $1.03B
- +$199.2M (+24.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVTRAvantor, Inc. | COM | 19,860,830 | $196.6M | 19.1% | +80,000+0.4% | Added | History |
| NATLNCR Atleos Corp | COM SHS | 2,581,525 | $112.1M | 10.9% | 00.0% | Unchanged | History |
| BCOBrinks Co | COM | 756,435 | $71.5M | 7.0% | +207,018+37.7% | Added | History |
| DNOWDNOW Inc. | COM | 5,169,462 | $67.0M | 6.5% | +3,600+0.1% | Added | History |
| EYENational Vision Holdings, Inc. | COM | 3,520,944 | $66.9M | 6.5% | +3,511,406+36,814.9% | Added | History |
| KBRKBR, Inc. | COM | 1,855,642 | $64.1M | 6.2% | +324,329+21.2% | Added | History |
| SPSCSPS Commerce Inc | COM | 916,380 | $52.4M | 5.1% | +916,380 | New | History |
| PRKSUnited Parks & Resorts Inc. | COM | 983,600 | $47.0M | 4.6% | −50,814−4.9% | Reduced | History |
| OFIXOrthofix Medical Inc. | COM | 4,575,675 | $41.8M | 4.1% | +184,896+4.2% | Added | History |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 199,247 | $35.6M | 3.5% | 00.0% | Unchanged | History |
| FOXFFox Factory Holding Corp | COM | 2,087,363 | $35.4M | 3.4% | +61,133+3.0% | Added | History |
| HONAHoneywell Aerospace Inc. | COM | 120,000 | $26.5M | 2.6% | +120,000 | New | History |
| MAGNMagnera Corp | COM SHS | 2,243,827 | $26.4M | 2.6% | 00.0% | Unchanged | History |
| CVEOCiveo Corp | COM NEW | 686,315 | $24.0M | 2.3% | −188,161−21.5% | Reduced | History |
| FULFuller H B Co | Stock | 405,349 | $23.6M | 2.3% | +405,349 | New | History |
| CMPCompass Minerals International Inc | Stock | 633,021 | $19.7M | 1.9% | −806,044−56.0% | Reduced | History |
| PRIMPrimoris Services Corp | Stock | 195,838 | $19.4M | 1.9% | +195,838 | New | History |
| SONOSonos Inc | COM | 1,256,060 | $17.0M | 1.7% | 00.0% | Unchanged | History |
| PHINPhinia Inc. | COMMON STOCK | 170,622 | $14.1M | 1.4% | 00.0% | Unchanged | History |
| FVRRFiverr International Ltd. | ORD SHS | 1,338,644 | $13.8M | 1.3% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 42,444 | $12.8M | 1.2% | 00.0% | Unchanged | – |
| BVSBioventus Inc. | COM CL A | 900,558 | $8.50M | 0.8% | +585,540+185.9% | Added | History |
| AOUTAmerican Outdoor Brands, Inc. | COM | 656,329 | $7.71M | 0.7% | 00.0% | Unchanged | History |
| CBZCBIZ, Inc. | COM | 201,998 | $6.48M | 0.6% | +201,998 | New | History |
| WEAVWeave Communications, Inc. | Stock | 1,051,525 | $6.30M | 0.6% | 00.0% | Unchanged | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 949,332 | $4.90M | 0.5% | +949,332 | New | History |
| UBERUber Technologies, Inc | Stock | 60,000 | $4.33M | 0.4% | +60,000 | New | History |
| NIQNIQ Global Intelligence plc | ORDINARY SHARES | 159,134 | $1.49M | 0.1% | +159,134 | New | History |
| TRIPTripAdvisor, Inc. | COM | 20,000 | $274.2K | <0.1% | +20,000 | New | History |
Sold out since Q1 2026 (6)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| SUNCSunocoCorp LLC | COM SHS LLC | 1,019,854 | $62.9M | 7.6% | History |
| UNFUnifirst Corp | COM | 74,040 | $18.6M | 2.2% | History |
| MGMMGM Resorts International | Stock | 100,000 | $3.70M | 0.4% | History |
| CLDTChatham Lodging Trust | COM | 200,000 | $1.57M | 0.2% | History |
| INNSummit Hotel Properties, Inc. | COM | 200,000 | $884.0K | 0.1% | History |
| RMNIRimini Street, Inc. | COM | 17,416 | $57.1K | <0.1% | History |