account_balance
Investment manager · 13F filer · SEC CIK 1665590
Engine Capital Management, LP
Reported value$1.03Bas of Jun 30, 2026
Positions29 9 new, 6 sold out
Top 10 weight73.5%AVTR alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AVTRAvantor Inc
19.1%
NATLNCR Atleos Corporation
10.9%
BCOBrinks Co
7.0%Added +38%
DNOWDnow Inc
6.5%
EYENational Vision Hldgs Inc
6.5%Added +36815%
KBRKBR Inc
6.2%Added +21%
SPSCSPS Comm Inc
5.1%New
PRKSUnited Parks & Resorts Inc
4.6%Trimmed −5%
OFIXOrthofix Med Inc
4.1%Added +4%
NXSTNexstar Media Group Inc
3.5%
FOXFFox Factory HLDG Corp
3.4%Added +3%
HONAHoneywell Aerospace Inc
2.6%New
AVTRAvantor Inc
19.1%
NATL10.9%BCOBrinks Co
7.0%Added +38%
DNOWDnow Inc
6.5%
EYENational Vision Hldgs Inc
6.5%Added +36815%
KBR6.2%SPSC5.1%PRKS4.6%OFIX4.1%NXST3.5%FOXF3.4%HONA2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVTR Avantor Inc 19.1% HeldNATL NCR Atleos Corporation 10.9% HeldBCO Brinks Co 7.0% Added +38%DNOW Dnow Inc 6.5% HeldEYE National Vision Hldgs Inc 6.5% Added +36815%KBR KBR Inc 6.2% Added +21%SPSC SPS Comm Inc 5.1% NewPRKS United Parks & Resorts Inc 4.6% Trimmed −5%OFIX Orthofix Med Inc 4.1% Added +4%NXST Nexstar Media Group Inc 3.5% HeldFOXF Fox Factory HLDG Corp 3.4% Added +3%HONA Honeywell Aerospace Inc 2.6% New
What changed