Engine Capital Management, LP

Engine Capital Management, LP reported 29 holdings worth US$1.03B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Engine Capital Management, LP reported 29 holdings worth US$1.03B as of Jun 30, 2026. Largest: Avantor, Inc., Ncr Atleos Corporation and Brinks Company (the). Filed Aug 14, 2026 (Form 13F).

Holdings
29
Value as reported
US$1.03B

The filing in full

CompanySharesValue as reported% of portfolio
Avantor, Inc.19.9MUS$197M19.1%
Ncr Atleos Corporation2.58MUS$112M10.9%
Brinks Company (the)756KUS$71.5M7.0%
Dnow Inc.5.17MUS$67M6.5%
National Vision Holdings, Inc.3.52MUS$66.9M6.5%
Kbr, Inc.1.86MUS$64.1M6.2%
Sps Commerce, Inc.916KUS$52.4M5.1%
United Parks & Resorts Inc.984KUS$47M4.6%
Orthofix Medical Inc.4.58MUS$41.8M4.1%
Nexstar Media Group, Inc.199KUS$35.6M3.5%
Fox Factory Holding Corp.2.09MUS$35.4M3.4%
Magnera Corporation2.24MUS$26.4M2.6%
Civeo Corporation (canada)686KUS$24M2.3%
H. B. Fuller Company405KUS$23.6M2.3%
Compass Minerals Intl Inc633KUS$19.7M1.9%
Primoris Services Corporation196KUS$19.4M1.9%
Sonos, Inc.1.26MUS$17M1.7%
Phinia Inc.171KUS$14.1M1.4%
Bioventus Inc.901KUS$8.5M0.83%
American Outdoor Brands, Inc.656KUS$7.71M0.75%
Cbiz, Inc.202KUS$6.48M0.63%
Weave Communications, Inc.1.05MUS$6.3M0.61%
Ccc Intelligent Solutions Holdings Inc.949KUS$4.9M0.48%
Uber Technologies, Inc.60,000US$4.33M0.42%
Tripadvisor, Inc.20,000US$274K0.03%
Sunococorp Llc0US$00.00%
Unifirst Corporation0US$00.00%
Chatham Lodging Trust (reit)0US$00.00%
Mgm Resorts International0US$00.00%
Rimini Street, Inc.0US$00.00%
Summit Hotel Properties, Inc.0US$00.00%

Source

View original at SEC

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