Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Engine Capital Management, LP (CIK 1665590) reported $828.4M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVTR ($155.1M, 18.72%), NATL ($112.5M, 13.58%), ($62.9M, 7.59%), DNOW ($61.5M, 7.43%), BCO ($56.9M, 6.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVTR | AVANTOR INC | $155.1M | 18.72% | 19.8M | Added |
| 2 | NATL | NCR ATLEOS CORPORATION | $112.5M | 13.58% | 2.6M | Hold |
| 3 | SUNOCOCORP LLC | $62.9M | 7.59% | 1.0M | Trimmed | |
| 4 | DNOW | DNOW INC | $61.5M | 7.43% | 5.2M | New |
| 5 | BCO | BRINKS CO | $56.9M | 6.87% | 549,417 | Added |
| 6 | KBR | KBR INC | $56.4M | 6.81% | 1.5M | Added |
| 7 | OFIX | ORTHOFIX MED INC | $50.4M | 6.08% | 4.4M | Added |
| 8 | NXST | NEXSTAR MEDIA GROUP INC | $36.0M | 4.35% | 199,247 | Hold |
| 9 | SEAS | UNITED PARKS & RESORTS INC | $33.8M | 4.08% | 1.0M | Added |
| 10 | CMP | COMPASS MINERALS INTL INC | $33.6M | 4.06% | 1.4M | Added |
| 11 | FOXF | FOX FACTORY HLDG CORP | $33.4M | 4.03% | 2.0M | Added |
| 12 | CVEO | CIVEO CORP CDA | $23.1M | 2.79% | 874,476 | Trimmed |
| 13 | MAGN | MAGNERA CORP | $21.3M | 2.58% | 2.2M | Hold |
| 14 | UNF | UNIFIRST CORP MASS | $18.6M | 2.25% | 74,040 | Trimmed |
| 15 | SONO | SONOS INC | $16.8M | 2.03% | 1.3M | Hold |
| 16 | FVRR | FIVERR INTL LTD | $13.4M | 1.62% | 1.3M | Added |
| 17 | PHIN | PHINIA INC | $11.7M | 1.41% | 170,622 | Hold |
| 18 | IWM | ISHARES TR | $10.5M | 1.27% | 42,444 | Hold |
| 19 | AOUT | AMERICAN OUTDOOR BRANDS INC | $6.1M | 0.74% | 656,329 | Hold |
| 20 | WEAV | WEAVE COMMUNICATIONS INC | $4.9M | 0.59% | 1.1M | New |
| 21 | MGM | MGM RESORTS INTERNATIONAL | $3.7M | 0.45% | 100,000 | Trimmed |
| 22 | BVS | BIOVENTUS INC | $2.9M | 0.35% | 315,018 | New |
| 23 | CLDT | CHATHAM LODGING TR | $1.6M | 0.19% | 200,000 | Hold |
| 24 | INN | SUMMIT HOTEL PPTYS | $884,000 | 0.11% | 200,000 | Hold |
| 25 | EYE | NATIONAL VISION HLDGS INC | $247,034 | 0.03% | 9,538 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31