Engine Capital Management, LP
CIK 1665590
13F filing for Q2 2026・No. 2,540
- Holdings
- US$1.03B
- Quarter change
- +US$199.22M
- Entries
- 29
- Net bought (estimate)
- +US$124.21M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 6
- Cut 3
- Added 8
- Corporate actions 0
- Unchanged 9
Largest holdings
29 stocks worth US$1.03B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AVTRAVANTOR INCCOM | Added | 19,860,830 | US$196.62M | 19.13% |
| NATLNCR ATLEOS CORPORATIONCOM SHS | Unchanged | 2,581,525 | US$112.06M | 10.91% |
| BCOBRINKS COCOM | Added | 756,435 | US$71.48M | 6.96% |
| DNOW INCCOM | Added | 5,169,462 | US$67.05M | 6.52% |
| EYENATIONAL VISION HLDGS INCCOM | Added | 3,520,944 | US$66.93M | 6.51% |
| KBRKBR INCCOM | Added | 1,855,642 | US$64.08M | 6.24% |
| SPSCSPS COMM INCCOM | New | 916,380 | US$52.39M | 5.10% |
| PRKSUNITED PARKS & RESORTS INCCOM | Cut | 983,600 | US$46.96M | 4.57% |
| ORTHOFIX MED INCCOM | Added | 4,575,675 | US$41.82M | 4.07% |
| NXSTNEXSTAR MEDIA GROUP INCCOMMON STOCK | Unchanged | 199,247 | US$35.58M | 3.46% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.