Engine Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Engine Capital Management, LP disclosed 29 US equity positions worth $1.0bn in its Q2 2026 13F filing. The largest position was AVTR at 19.1% of the reported book, followed by NATL and BCO. Against the Q1 2026 filing, it opened 9 new positions, added to 6 and reduced 3 among the top 29 holdings.
What did Engine Capital Management, LP own in Q2 2026? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AVTR AVANTOR INC | Healthcare | 19.1% | $196.6m | 19,860,830 | 0% | held |
| 2 | NATL NCR ATLEOS CORPORATION | Technology | 10.9% | $112.1m | 2,581,525 | 0% | held |
| 3 | BCO BRINKS CO | Industrials | 7.0% | $71.5m | 756,435 | 38% | added |
| 4 | DNOW DNOW INC | Industrials | 6.5% | $67.0m | 5,169,462 | 0% | held |
| 5 | EYE NATIONAL VISION HLDGS INC | Consumer Cyclical | 6.5% | $66.9m | 3,520,944 | 36815% | added |
| 6 | KBR KBR INC | Industrials | 6.2% | $64.1m | 1,855,642 | 21% | added |
| 7 | SPSC SPS COMM INC | Technology | 5.1% | $52.4m | 916,380 | – | new |
| 8 | PRKS UNITED PARKS & RESORTS INC | Consumer Cyclical | 4.6% | $47.0m | 983,600 | -5% | reduced |
| 9 | OFIX ORTHOFIX MED INC | Healthcare | 4.1% | $41.8m | 4,575,675 | 4% | added |
| 10 | NXST NEXSTAR MEDIA GROUP INC | Communication Services | 3.5% | $35.6m | 199,247 | 0% | held |
| 11 | FOXF FOX FACTORY HLDG CORP | Consumer Cyclical | 3.4% | $35.4m | 2,087,363 | 3% | added |
| 12 | HONA HONEYWELL AEROSPACE INC | Industrials | 2.6% | $26.5m | 120,000 | – | new |
| 13 | MAGN MAGNERA CORP | 2.6% | $26.4m | 2,243,827 | 0% | held | |
| 14 | CVEO CIVEO CORP CDA | Consumer Cyclical | 2.3% | $24.0m | 686,315 | -22% | reduced |
| 15 | FUL FULLER H B CO | Basic Materials | 2.3% | $23.6m | 405,349 | – | new |
| 16 | CMP COMPASS MINERALS INTL INC | Basic Materials | 1.9% | $19.7m | 633,021 | -56% | reduced |
| 17 | PRIM PRIMORIS SVCS CORP | Industrials | 1.9% | $19.4m | 195,838 | – | new |
| 18 | SONO SONOS INC | Technology | 1.7% | $17.0m | 1,256,060 | 0% | held |
| 19 | PHIN PHINIA INC | Consumer Cyclical | 1.4% | $14.1m | 170,622 | 0% | held |
| 20 | FIVERR INTL LTD | 1.3% | $13.8m | 1,338,644 | 0% | held | |
| 21 | IWM ISHARES TR | 1.2% | $12.8m | 42,444 | 0% | held | |
| 22 | BVS BIOVENTUS INC | Healthcare | 0.8% | $8.5m | 900,558 | 186% | added |
| 23 | AOUT AMERICAN OUTDOOR BRANDS INC | 0.7% | $7.7m | 656,329 | 0% | held | |
| 24 | CBZ CBIZ INC | Industrials | 0.6% | $6.5m | 201,998 | – | new |
| 25 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 0.6% | $6.3m | 1,051,525 | 0% | held |
| 26 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 0.5% | $4.9m | 949,332 | – | new |
| 27 | UBER UBER TECHNOLOGIES INC | Technology | 0.4% | $4.3m | 60,000 | – | new |
| 28 | NIQ NIQ GLOBAL INTELLIGENCE PLC | 0.1% | $1.5m | 159,134 | – | new | |
| 29 | TRIP TRIPADVISOR INC | Consumer Cyclical | 0.0% | $274.2k | 20,000 | – | new |
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.