Engine Capital Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Engine Capital Management, LP reported 29 stock positions worth $1.0 billion. Its top holding was Avantor (AVTR) at 19.1% of the portfolio, followed by NCR Atleos (NATL, 10.9%) and Brink's (BCO, 7.0%). Compared with Q1 2026, it opened 9 new positions, sold out of 6, added to 8 and reduced 3. The biggest buy was National Vision (EYE, shares +36815%) and the biggest sale an exit from Sunococorp (SUNC).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001665590
- Portfolio Value
- $1.0B (Q2 2026)
- SEC Filing
- 0001665590-26-000006 ↗ filed Aug 14, 2026
Holdings Value
Holdings 29 stocks · $1.0B
| AVTR Avantor Inc. | 19.13% | 19,860,830 | $196.6M | Add +0.4% |
| NATL NCR Atleos Corp. | 10.91% | 2,581,525 | $112.1M | No change |
| BCO The Brink's Co. | 6.96% | 756,435 | $71.5M | Add +37.7% |
| DNOW Dnow Inc. | 6.52% | 5,169,462 | $67.0M | Add +0.1% |
| EYE National Vision Holdings Inc. | 6.51% | 3,520,944 | $66.9M | Add +36814.9% |
| KBR KBR Inc. | 6.24% | 1,855,642 | $64.1M | Add +21.2% |
| SPSC SPS Commerce Inc. | 5.10% | 916,380 | $52.4M | New |
| PRKS United Parks & Resorts Inc. | 4.57% | 983,600 | $47.0M | Reduce -4.9% |
| OFIX Orthofix Medical Inc. | 4.07% | 4,575,675 | $41.8M | Add +4.2% |
| NXST Nexstar Media Group Inc. | 3.46% | 199,247 | $35.6M | No change |
| FOXF Fox Factory Holding Corp. | 3.44% | 2,087,363 | $35.4M | Add +3.0% |
| HONA Honeywell Aerospace Inc. | 2.58% | 120,000 | $26.5M | New |
| MAGN Magnera Corp. | 2.57% | 2,243,827 | $26.4M | No change |
| CVEO Civeo Corp. | 2.34% | 686,315 | $24.0M | Reduce -21.5% |
| FUL H.B. Fuller Co. filed as FULLER H B CO | 2.30% | 405,349 | $23.6M | New |
| CMP Compass Minerals Internation | 1.92% | 633,021 | $19.7M | Reduce -56.0% |
| PRIM Primoris Services Corp. | 1.89% | 195,838 | $19.4M | New |
| SONO Sonos Inc. | 1.65% | 1,256,060 | $17.0M | No change |
| PHIN Phinia Inc. | 1.37% | 170,622 | $14.1M | No change |
| FVRR Fiverr International Ltd. | 1.34% | 1,338,644 | $13.8M | No change |
| IWM iShares Russell 2000 ETF | 1.24% | 42,444 | $12.8M | No change |
| BVS Bioventus Inc. Class A | 0.83% | 900,558 | $8.5M | Add +185.9% |
| AOUT American Outdoor Brands Inc. | 0.75% | 656,329 | $7.7M | No change |
| CBZ Cbiz Inc. | 0.63% | 201,998 | $6.5M | New |
| WEAV Weave Communications Inc. | 0.61% | 1,051,525 | $6.3M | No change |
| CCC CCC Intelligent Solutions Ho | 0.48% | 949,332 | $4.9M | New |
| UBER Uber Technologies Inc. | 0.42% | 60,000 | $4.3M | New |
| NIQ Niq Global Intelligence PLC | 0.14% | 159,134 | $1.5M | New |
| TRIP Tripadvisor Inc. | 0.03% | 20,000 | $274K | New |
Portfolio Sells Q1 2026 → Q2 2026
| SUNC Sunococorp LLC | Sold out | 0.00% | −7.59 |
| UNF Unifirst Corp. | Sold out | 0.00% | −2.25 |
| CMP Compass Minerals Internation | Reduce -56.0% | 1.92% | −2.14 |
| CVEO Civeo Corp. | Reduce -21.5% | 2.34% | −0.46 |
| MGM MGM Resorts International | Sold out | 0.00% | −0.45 |
| CLDT Chatham Lodging Trust | Sold out | 0.00% | −0.19 |
| INN Summit Hotel Properties Inc. | Sold out | 0.00% | −0.11 |
| RMNI Rimini Street Inc. | Sold out | 0.00% | −0.01 |
| PRKS United Parks & Resorts Inc. | Reduce -4.9% | 4.57% | +0.49 |
Portfolio Buys Q1 2026 → Q2 2026
| EYE National Vision Holdings Inc. | Add +36814.9% | 6.51% | +6.48 |
| SPSC SPS Commerce Inc. | New | 5.10% | +5.10 |
| HONA Honeywell Aerospace Inc. | New | 2.58% | +2.58 |
| FUL H.B. Fuller Co. | New | 2.30% | +2.30 |
| PRIM Primoris Services Corp. | New | 1.89% | +1.89 |
| CBZ Cbiz Inc. | New | 0.63% | +0.63 |
| BVS Bioventus Inc. Class A | Add +185.9% | 0.83% | +0.48 |
| CCC CCC Intelligent Solutions Ho | New | 0.48% | +0.48 |
| UBER Uber Technologies Inc. | New | 0.42% | +0.42 |
| AVTR Avantor Inc. | Add +0.4% | 19.13% | +0.41 |
| NIQ Niq Global Intelligence PLC | New | 0.14% | +0.14 |
| BCO The Brink's Co. | Add +37.7% | 6.96% | +0.08 |
| TRIP Tripadvisor Inc. | New | 0.03% | +0.03 |
| KBR KBR Inc. | Add +21.2% | 6.24% | −0.58 |
| FOXF Fox Factory Holding Corp. | Add +3.0% | 3.44% | −0.58 |
| DNOW Dnow Inc. | Add +0.1% | 6.52% | −0.90 |
| OFIX Orthofix Medical Inc. | Add +4.2% | 4.07% | −2.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 29 | $1.0B | AVTR, NATL, BCO, DNOW, EYE |
| Q1 2026 | 26 | $828.4M | AVTR, NATL, SUNC, DNOW, BCO |
| Q4 2025 | 28 | $724.2M | AVTR, NATL, UNF, SUNC, OFIX |
| Q3 2025 | 27 | $842.2M | AVTR, NATL, LNWO, ACHC, OFIX |
| Q2 2025 | 28 | $473.4M | AVTR, NATL, OFIX, KBR, NXST |
| Q1 2025 | 33 | $527.6M | OFIX, LKQ, NATL, EYE, MAGN |
| Q4 2024 | 36 | $546.8M | OFIX, NATL, LKQ, MAGN, FVRR |
| Q3 2024 | 38 | $577.0M | OFIX, UPWK, NATL, LAUR, CZR |
| Q2 2024 | 36 | $533.7M | RTX, OFIX, LAUR, MRC, NATL |
| Q1 2024 | 39 | $495.4M | RTX, MRC, OFIX, LAUR, DELL |