§ 13F · FUND PROFILE
Engine Capital Management, LP.
AUM · $1.0B (13F)Positions · 29Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$139M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVTR | AVANTOR INC | 19.86M | $197M | 19.1% | ±0% |
| 2 | NATL | NCR ATLEOS CORPORATION | 2.58M | $112M | 10.9% | ±0% |
| 3 | BCO | BRINKS CO | 756K | $71M | 7.0% | +38% |
| 4 | DNOW | DNOW INC | 5.17M | $67M | 6.5% | ±0% |
| 5 | EYE | NATIONAL VISION HLDGS INC | 3.52M | $67M | 6.5% | +36815% |
| 6 | KBR | KBR INC | 1.86M | $64M | 6.2% | +21% |
| 7 | SPSC | SPS COMM INC | 916K | $52M | 5.1% | NEW |
| 8 | PRKS | UNITED PARKS & RESORTS INC | 984K | $47M | 4.6% | −5% |
| 9 | OFIX | ORTHOFIX MED INC | 4.58M | $42M | 4.1% | +4% |
| 10 | NXST | NEXSTAR MEDIA GROUP INC | 199K | $36M | 3.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ENGINE SIGNAL
AC read
Engine Capital Management, LP is a Other fund managing $1.0 billion in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →