Engine Capital Management, LP
- SEC CIK
- 0001665590
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/14。SEC
- 持股檔數
- 29
- 較 2026 年第 1 季 +3
- 總值
- $10.28 億
- 較 2026 年第 1 季 +$1.99 億 (+24.0%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| AVTRAVANTOR INC | COM | 19,860,830 | $1.97 億 | 19.13% | +80,000+0.4% | 加碼 | 查看 |
| NATLNCR ATLEOS CORPORATION | COM SHS | 2,581,525 | $1.12 億 | 10.91% | 00.0% | 不變 | 查看 |
| BCOBRINKS CO | COM | 756,435 | $7,147.55 萬 | 6.96% | +207,018+37.7% | 加碼 | 查看 |
| DNOWDNOW INC | COM | 5,169,462 | $6,704.79 萬 | 6.52% | +3,600+0.1% | 加碼 | 查看 |
| EYENATIONAL VISION HLDGS INC | COM | 3,520,944 | $6,693.31 萬 | 6.51% | +3,511,406+36,814.9% | 加碼 | 查看 |
| KBRKBR INC | COM | 1,855,642 | $6,407.53 萬 | 6.24% | +324,329+21.2% | 加碼 | 查看 |
| SPSCSPS COMM INC | COM | 916,380 | $5,238.94 萬 | 5.10% | +916,380 | 新進 | 查看 |
| PRKSUNITED PARKS & RESORTS INC | COM | 983,600 | $4,695.71 萬 | 4.57% | −50,814−4.9% | 減碼 | 查看 |
| OFIXORTHOFIX MED INC | COM | 4,575,675 | $4,182.17 萬 | 4.07% | +184,896+4.2% | 加碼 | 查看 |
| NXSTNEXSTAR MEDIA GROUP INC | COMMON STOCK | 199,247 | $3,558.35 萬 | 3.46% | 00.0% | 不變 | 查看 |
| FOXFFOX FACTORY HLDG CORP | COM | 2,087,363 | $3,537.04 萬 | 3.44% | +61,133+3.0% | 加碼 | 查看 |
| HONAHONEYWELL AEROSPACE INC | COM | 120,000 | $2,652.96 萬 | 2.58% | +120,000 | 新進 | 查看 |
| MAGNMAGNERA CORP | COM SHS | 2,243,827 | $2,636.5 萬 | 2.57% | 00.0% | 不變 | 查看 |
| CVEOCIVEO CORP CDA | COM NEW | 686,315 | $2,402.1 萬 | 2.34% | −188,161−21.5% | 減碼 | 查看 |
| FULFULLER H B CO COM | Stock | 405,349 | $2,362.78 萬 | 2.30% | +405,349 | 新進 | 查看 |
| CMPCOMPASS MINERALS INTL INC COM | Stock | 633,021 | $1,970.59 萬 | 1.92% | −806,044−56.0% | 減碼 | 查看 |
| PRIMPRIMORIS SVCS CORP COM | Stock | 195,838 | $1,941.15 萬 | 1.89% | +195,838 | 新進 | 查看 |
| SONOSONOS INC | COM | 1,256,060 | $1,699.45 萬 | 1.65% | 00.0% | 不變 | 查看 |
| PHINPHINIA INC | COMMON STOCK | 170,622 | $1,405.41 萬 | 1.37% | 00.0% | 不變 | 查看 |
| FVRRFIVERR INTL LTD | ORD SHS | 1,338,644 | $1,381.48 萬 | 1.34% | 00.0% | 不變 | 查看 |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 42,444 | $1,275.23 萬 | 1.24% | 00.0% | 不變 | – |
| BVSBIOVENTUS INC | COM CL A | 900,558 | $850.13 萬 | 0.83% | +585,540+185.9% | 加碼 | 查看 |
| AOUTAMERICAN OUTDOOR BRANDS INC | COM | 656,329 | $770.53 萬 | 0.75% | 00.0% | 不變 | 查看 |
| CBZCBIZ INC | COM | 201,998 | $648.01 萬 | 0.63% | +201,998 | 新進 | 查看 |
| WEAVWEAVE COMMUNICATIONS INC COM | Stock | 1,051,525 | $629.86 萬 | 0.61% | 00.0% | 不變 | 查看 |
| CCCCCC INTELLIGENT SOLUTIONS HL | COM | 949,332 | $489.86 萬 | 0.48% | +949,332 | 新進 | 查看 |
| UBERUBER TECHNOLOGIES INC COM | Stock | 60,000 | $432.96 萬 | 0.42% | +60,000 | 新進 | 查看 |
| NIQNIQ GLOBAL INTELLIGENCE PLC | ORDINARY SHARES | 159,134 | $148.79 萬 | 0.14% | +159,134 | 新進 | 查看 |
| TRIPTRIPADVISOR INC | COM | 20,000 | $27.42 萬 | 0.03% | +20,000 | 新進 | 查看 |
2026 年第 1 季 之後清倉（6 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| SUNCSUNOCOCORP LLC | COM SHS LLC | 1,019,854 | $6,287.4 萬 | 7.59% |
| UNFUNIFIRST CORP MASS | COM | 74,040 | $1,862.77 萬 | 2.25% |
| MGMMGM RESORTS INTERNATIONAL COM | Stock | 100,000 | $370.1 萬 | 0.45% |
| CLDTCHATHAM LODGING TR | COM | 200,000 | $157.4 萬 | 0.19% |
| INNSUMMIT HOTEL PPTYS | COM | 200,000 | $88.4 萬 | 0.11% |
| RMNIRIMINI STR INC DEL | COM | 17,416 | $5.71 萬 | 0.01% |