EdgeMarket › What Engine Capital Management, Lp reported owning
What Engine Capital Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
828.4MPositions
26Quarter
2026-03-31Shown below
26largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AVTR Avantor, Inc. | 155.1M | 18.7% | 19.8M | 14.46 | +12.3% |
| NATL NCR Atleos Corp | 112.5M | 13.6% | 2.6M | 46.41 | +22.1% |
| SUNC SunocoCorp LLC | 62.9M | 7.6% | 1.0M | 77.26 | — |
| DNOW DNOW Inc. | 61.5M | 7.4% | 5.2M | 15.68 | +4.8% |
| BCO BRINKS CO | 56.9M | 6.9% | 549.4K | 111.43 | +1.5% |
| KBR KBR, INC. | 56.4M | 6.8% | 1.5M | 38.58 | -22.2% |
| OFIX Orthofix Medical Inc. | 50.4M | 6.1% | 4.4M | 10.01 | -31.1% |
| NXST NEXSTAR MEDIA GROUP, INC. | 36.0M | 4.3% | 199.2K | 186.14 | -8.1% |
| PRKS United Parks & Resorts Inc. | 33.8M | 4.1% | 1.0M | 45.33 | -10.1% |
| CMP COMPASS MINERALS INTERNATIONAL INC | 33.6M | 4.1% | 1.4M | 26.00 | +38.2% |
| FOXF FOX FACTORY HOLDING CORP | 33.4M | 4.0% | 2.0M | 21.85 | -24.4% |
| CVEO Civeo Corp | 23.1M | 2.8% | 874.5K | 34.53 | +54.8% |
| MAGN Magnera Corp | 21.3M | 2.6% | 2.2M | 12.34 | -2.5% |
| UNF UNIFIRST CORP | 18.6M | 2.2% | 74.0K | 290.25 | +66.9% |
| SONO Sonos Inc | 16.8M | 2.0% | 1.3M | 15.83 | +22.6% |
| FVRR Fiverr International Ltd. | 13.4M | 1.6% | 1.3M | 9.21 | -59.7% |
| PHIN PHINIA INC. | 11.7M | 1.4% | 170.6K | 72.75 | +29.9% |
| IWM iShares Russell 2000 ETF | 10.5M | 1.3% | 42.4K | 299.96 | +33.1% |
| AOUT American Outdoor Brands, Inc. | 6.1M | 0.7% | 656.3K | 11.24 | +17.9% |
| WEAV Weave Communications, Inc. | 4.9M | 0.6% | 1.1M | 7.29 | -4.7% |
| MGM MGM Resorts International | 3.7M | 0.4% | 100.0K | 43.74 | +20.5% |
| BVS Bioventus Inc. | 2.9M | 0.3% | 315.0K | 14.38 | +99.4% |
| CLDT Chatham Lodging Trust | 1.6M | 0.2% | 200.0K | 13.56 | +87.0% |
| INN Summit Hotel Properties, Inc. | 884.0K | 0.1% | 200.0K | 6.16 | +19.6% |
| EYE National Vision Holdings, Inc. | 247.0K | 0.0% | 9.5K | 17.88 | -26.1% |
| RMNI Rimini Street, Inc. | 57.1K | 0.0% | 17.4K | 5.25 | +27.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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