Engine Capital Management, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Engine Capital Management, LP reported 26 stock positions worth $828.4 million. Its top holding was Avantor (AVTR) at 18.7% of the portfolio, followed by NCR Atleos (NATL, 13.6%) and Sunococorp (SUNC, 7.6%). Compared with Q4 2025, it opened 3 new positions, sold out of 5, added to 8 and reduced 4. The biggest buy was a new position in Dnow (DNOW) and the biggest sale Unifirst (UNF, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001665590
- Portfolio Value
- $828.4M (Q1 2026)
- SEC Filing
- 0001665590-26-000004 ↗ filed May 15, 2026
Holdings Value
Holdings 26 stocks · $828.4M
| AVTR Avantor Inc. | 18.72% | 19,780,830 | $155.1M | Add +65.8% |
| NATL NCR Atleos Corp. | 13.58% | 2,581,525 | $112.5M | No change |
| SUNC Sunococorp LLC | 7.59% | 1,019,854 | $62.9M | Reduce -26.1% |
| DNOW Dnow Inc. | 7.43% | 5,165,862 | $61.5M | New |
| BCO The Brink's Co. | 6.87% | 549,417 | $56.9M | Add +1237.6% |
| KBR KBR Inc. | 6.81% | 1,531,313 | $56.4M | Add +1129.3% |
| OFIX Orthofix Medical Inc. | 6.08% | 4,390,779 | $50.4M | Add +3.2% |
| NXST Nexstar Media Group Inc. | 4.35% | 199,247 | $36.0M | No change |
| PRKS United Parks & Resorts Inc. | 4.08% | 1,034,414 | $33.8M | Add +20.8% |
| CMP Compass Minerals Internation | 4.06% | 1,439,065 | $33.6M | Add +275.4% |
| FOXF Fox Factory Holding Corp. | 4.03% | 2,026,230 | $33.4M | Add +162.3% |
| CVEO Civeo Corp. | 2.79% | 874,476 | $23.1M | Reduce -34.6% |
| MAGN Magnera Corp. | 2.58% | 2,243,827 | $21.3M | No change |
| UNF Unifirst Corp. | 2.25% | 74,040 | $18.6M | Reduce -83.9% |
| SONO Sonos Inc. | 2.03% | 1,256,060 | $16.8M | No change |
| FVRR Fiverr International Ltd. | 1.62% | 1,338,644 | $13.4M | Add +78.4% |
| PHIN Phinia Inc. | 1.41% | 170,622 | $11.7M | No change |
| IWM iShares Russell 2000 ETF | 1.27% | 42,444 | $10.5M | No change |
| AOUT American Outdoor Brands Inc. | 0.74% | 656,329 | $6.1M | No change |
| WEAV Weave Communications Inc. | 0.59% | 1,051,525 | $4.9M | New |
| MGM MGM Resorts International | 0.45% | 100,000 | $3.7M | Reduce -33.3% |
| BVS Bioventus Inc. Class A | 0.35% | 315,018 | $2.9M | New |
| CLDT Chatham Lodging Trust | 0.19% | 200,000 | $1.6M | No change |
| INN Summit Hotel Properties Inc. | 0.11% | 200,000 | $884K | No change |
| EYE National Vision Holdings Inc. | 0.03% | 9,538 | $247K | No change |
| RMNI Rimini Street Inc. | 0.01% | 17,416 | $57K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| UNF Unifirst Corp. | Reduce -83.9% | 2.25% | −10.00 |
| CZR Caesars Entertainment Inc. | Sold out | 0.00% | −2.70 |
| SUNC Sunococorp LLC | Reduce -26.1% | 7.59% | −1.80 |
| CVEO Civeo Corp. | Reduce -34.6% | 2.79% | −1.43 |
| ACHC Acadia Healthcare Co. Inc. | Sold out | 0.00% | −0.64 |
| THS Treehouse Foods Inc. | Sold out | 0.00% | −0.50 |
| MGM MGM Resorts International | Reduce -33.3% | 0.45% | −0.31 |
| CIO City Office REIT Inc. | Sold out | 0.00% | −0.22 |
| LAUR Laureate Education Inc. | Sold out | 0.00% | −0.09 |
Portfolio Buys Q4 2025 → Q1 2026
| DNOW Dnow Inc. | New | 7.43% | +7.43 |
| BCO The Brink's Co. | Add +1237.6% | 6.87% | +6.21 |
| KBR KBR Inc. | Add +1129.3% | 6.81% | +6.12 |
| CMP Compass Minerals Internation | Add +275.4% | 4.06% | +3.02 |
| FOXF Fox Factory Holding Corp. | Add +162.3% | 4.03% | +2.20 |
| WEAV Weave Communications Inc. | New | 0.59% | +0.59 |
| BVS Bioventus Inc. Class A | New | 0.35% | +0.35 |
| AVTR Avantor Inc. | Add +65.8% | 18.72% | −0.15 |
| PRKS United Parks & Resorts Inc. | Add +20.8% | 4.08% | −0.21 |
| FVRR Fiverr International Ltd. | Add +78.4% | 1.62% | −0.43 |
| OFIX Orthofix Medical Inc. | Add +3.2% | 6.08% | −2.82 |
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 |