Investor
Engine Capital Management, LP
CIK 0001665590 · filed 2026-05-15 · SEC filing
13F book
$828.4M
Positions
26
3 new · 5 sold
Largest name
18.7%
Avantor, Inc. · AVTR
Est. mark
−$55.1M
Price effect on 23 names still held. Flow $159.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Avantor, Inc. | AVTR | 19.8M | $155.1M | 18.7% | −$43.2M | Added$18.4M |
| NCR Atleos Corp | NATL | 2.58M | $112.5M | 13.6% | $14.1M | Held |
| Sunococorp Llc | SUNC | 1.02M | $62.9M | 7.6% | $12.6M | Cut−$5.1M |
| DNOW Inc. | DNOW | 5.17M | $61.5M | 7.4% | — | New |
| Brinks Co | BCO | 549.4K | $56.9M | 6.9% | −$538.1K | Added$52.1M |
| Kbr, Inc. | KBR | 1.53M | $56.4M | 6.8% | −$416.1K | Added$51.4M |
| Orthofix Med Inc | — | 4.39M | $50.4M | 6.1% | −$15.7M | Added−$14.1M |
| Nexstar Media Group, Inc. | NXST | 199.2K | $36M | 4.3% | −$4.43M | Held |
| United Parks & Resorts Inc. | PRKS | 1.03M | $33.8M | 4.1% | −$3.12M | Added$2.7M |
| Compass Minerals Intl Inc | — | 1.44M | $33.6M | 4.1% | $1.42M | Added$26.1M |
| Fox Factory Hldg Corp | — | 2.03M | $33.4M | 4.0% | −$502.1K | Added$20.1M |
| Civeo Corp Cda | — | 874.5K | $23.1M | 2.8% | $3.14M | Cut−$7.46M |
| Magnera Corp | MAGN | 2.24M | $21.3M | 2.6% | −$12.6M | Held |
| Unifirst Corp Mass | — | 74K | $18.6M | 2.2% | $4.35M | Cut−$70.1M |
| Sonos Inc | SONO | 1.26M | $16.8M | 2.0% | −$5.23M | Held |
| Fiverr Intl Ltd | — | 1.34M | $13.4M | 1.6% | −$7.31M | Added−$1.42M |
| Phinia Inc. | PHIN | 170.6K | $11.7M | 1.4% | $981.1K | Held |
| Ishares Tr | — | 42.4K | $10.5M | 1.3% | $78.1K | Held |
| American Outdoor Brands, Inc. | AOUT | 656.3K | $6.13M | 0.7% | $1.06M | Held |
| Weave Communications, Inc. | WEAV | 1.05M | $4.86M | 0.6% | — | New |
| Mgm Resorts International | MGM | 100K | $3.7M | 0.4% | $52K | Cut−$1.77M |
| Bioventus Inc. | BVS | 315K | $2.88M | 0.3% | — | New |
| Chatham Lodging Tr | — | 200K | $1.57M | 0.2% | $212K | Held |
| Summit Hotel Pptys Inc | — | 200K | $884K | 0.1% | −$90K | Held |
| National Vision Hldgs Inc | — | 9.54K | $247K | 0.0% | $763 | Held |
| Rimini Str Inc Del | — | 17.4K | $57.1K | 0.0% | −$10.5K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.