Engine Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Engine Capital Management, LP disclosed 26 US equity positions worth $828.4m in its Q1 2026 13F filing. The largest position was AVTR at 18.7% of the reported book, followed by NATL and SUNC.
What did Engine Capital Management, LP own in Q1 2026? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AVTR AVANTOR INC | Healthcare | 18.7% | $155.1m | 19,780,830 | – | |
| 2 | NATL NCR ATLEOS CORPORATION | Technology | 13.6% | $112.5m | 2,581,525 | – | |
| 3 | SUNC SUNOCOCORP LLC | Energy | 7.6% | $62.9m | 1,019,854 | – | |
| 4 | DNOW DNOW INC | Industrials | 7.4% | $61.5m | 5,165,862 | – | |
| 5 | BCO BRINKS CO | Industrials | 6.9% | $56.9m | 549,417 | – | |
| 6 | KBR KBR INC | Industrials | 6.8% | $56.4m | 1,531,313 | – | |
| 7 | OFIX ORTHOFIX MED INC | Healthcare | 6.1% | $50.4m | 4,390,779 | – | |
| 8 | NXST NEXSTAR MEDIA GROUP INC | Communication Services | 4.3% | $36.0m | 199,247 | – | |
| 9 | PRKS UNITED PARKS & RESORTS INC | Consumer Cyclical | 4.1% | $33.8m | 1,034,414 | – | |
| 10 | CMP COMPASS MINERALS INTL INC | Basic Materials | 4.1% | $33.6m | 1,439,065 | – | |
| 11 | FOXF FOX FACTORY HLDG CORP | Consumer Cyclical | 4.0% | $33.4m | 2,026,230 | – | |
| 12 | CVEO CIVEO CORP CDA | Consumer Cyclical | 2.8% | $23.1m | 874,476 | – | |
| 13 | MAGN MAGNERA CORP | 2.6% | $21.3m | 2,243,827 | – | ||
| 14 | UNF UNIFIRST CORP MASS | Industrials | 2.2% | $18.6m | 74,040 | – | |
| 15 | SONO SONOS INC | Technology | 2.0% | $16.8m | 1,256,060 | – | |
| 16 | FIVERR INTL LTD | 1.6% | $13.4m | 1,338,644 | – | ||
| 17 | PHIN PHINIA INC | Consumer Cyclical | 1.4% | $11.7m | 170,622 | – | |
| 18 | IWM ISHARES TR | 1.3% | $10.5m | 42,444 | – | ||
| 19 | AOUT AMERICAN OUTDOOR BRANDS INC | 0.7% | $6.1m | 656,329 | – | ||
| 20 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 0.6% | $4.9m | 1,051,525 | – | |
| 21 | MGM MGM RESORTS INTERNATIONAL | Consumer Cyclical | 0.4% | $3.7m | 100,000 | – | |
| 22 | BVS BIOVENTUS INC | Healthcare | 0.3% | $2.9m | 315,018 | – | |
| 23 | CLDT CHATHAM LODGING TR | Real Estate | 0.2% | $1.6m | 200,000 | – | |
| 24 | INN SUMMIT HOTEL PPTYS | Real Estate | 0.1% | $884.0k | 200,000 | – | |
| 25 | EYE NATIONAL VISION HLDGS INC | Consumer Cyclical | 0.0% | $247.0k | 9,538 | – | |
| 26 | RMNI RIMINI STR INC DEL | 0.0% | $57.1k | 17,416 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.