Institutional Fund
Engine Capital Management, LP
New York, NYCIK 16655905 filings on record
Portfolio Value
$828.37M
Q1 2026
Holdings
26
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+14.4%
from $724.22M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Avantor Inc18.7%
- Ncr Atleos Corporation13.6%
- Sunococorp LLC7.6%
- Dnow Inc7.4%
- Brinks Co6.9%
- Kbr Inc6.8%
- Other39.0%
Portfolio Holdings
26 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Avantor Inc | 19.78M | $155.08M | 18.7% | +7.85M | Added |
| 2 | Ncr Atleos Corporation | 2.58M | $112.50M | 13.6% | 0 | Held |
| 3 | Sunococorp LLC | 1.02M | $62.87M | 7.6% | −359.5K | Reduced |
| 4 | Dnow Inc | 5.17M | $61.53M | 7.4% | +5.17M | New |
| 5 | Brinks Co | 549.4K | $56.94M | 6.9% | +508.3K | Added |
| 6 | Kbr Inc | 1.53M | $56.44M | 6.8% | +1.41M | Added |
| 7 | Orthofix Med Inc | 4.39M | $50.36M | 6.1% | +137.9K | Added |
| 8 | Nexstar Media Group Inc | 199.2K | $36.03M | 4.3% | 0 | Held |
| 9 | United Parks & Resorts Inc | 1.03M | $33.78M | 4.1% | +178.0K | Added |
| 10 | Compass Minerals Intl Inc | 1.44M | $33.60M | 4.1% | +1.06M | Added |
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