Engine Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$828.4M
Q ending 2026-03-31
Prior quarter
$724.2M
Q ending 2025-12-31
Change
+14.4% QoQ · +57.0% YoY
Positions
26
reported holdings
Largest positions
All 26 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Avantor Inc | AVTR | Shares | $155.1M | 19.8M |
| Ncr Atleos Corporation | NATL | Shares | $112.5M | 2.6M |
| Sunococorp Llc | SUNC | Shares | $62.9M | 1.0M |
| Dnow Inc | DNOW | Shares | $61.5M | 5.2M |
| Brinks Co | BCO | Shares | $56.9M | 549K |
| Kbr Inc | KBR | Shares | $56.4M | 1.5M |
| Orthofix Med Inc | OFIX | Shares | $50.4M | 4.4M |
| Nexstar Media Group Inc | NXST | Shares | $36.0M | 199K |
| United Parks & Resorts Inc | PRKS | Shares | $33.8M | 1.0M |
| Compass Minerals Intl Inc | CMP | Shares | $33.6M | 1.4M |
| Fox Factory Hldg Corp | FOXF | Shares | $33.4M | 2.0M |
| Civeo Corp Cda | CVEO | Shares | $23.1M | 874K |
| Magnera Corp | MAGN | Shares | $21.3M | 2.2M |
| Unifirst Corp Mass | UNF | Shares | $18.6M | 74K |
| Sonos Inc | SONO | Shares | $16.8M | 1.3M |
| Fiverr Intl Ltd | Shares | $13.4M | 1.3M | |
| Phinia Inc | PHIN | Shares | $11.7M | 171K |
| Ishares Tr | IWM | Shares | $10.5M | 42K |
| American Outdoor Brands Inc | AOUT | Shares | $6.1M | 656K |
| Weave Communications Inc | WEAV | Shares | $4.9M | 1.1M |
| Mgm Resorts International | MGM | Shares | $3.7M | 100K |
| Bioventus Inc | BVS | Shares | $2.9M | 315K |
| Chatham Lodging Tr | CLDT | Shares | $1.6M | 200K |
| Summit Hotel Pptys | INN | Shares | $884K | 200K |
| National Vision Hldgs Inc | EYE | Shares | $247K | 10K |
| Rimini Str Inc Del | RMNI | Shares | $57K | 17K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.