Engine Capital Management, LP

NEW YORK, NY · CIK 1665590 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2016 · limited partnership

Assets managed$1.7bn
Staff7 · 4 in investment roles
Main clients (by assets)Private funds 100%
Private funds5 (5 hedge) · $1.7bn gross assets
Websiteenginecap.com
Form ADV · 2026-05-05SEC adviser record

Legal entityENGINE CAPITAL MANAGEMENT, LP (US)

Kindhedge funds, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 5

$1.0bn reported value +24.0% vs Q1 2026

29positions

73.5%in top 10

9 new 8 added 3 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AVANTOR INC COM AVTR	AVTR	19,860,830	$196.6m19.13%	19.13%	Added +80.0k	+80,000 0.4%
2	NCR ATLEOS CORPORATION COM SHS NATL	NATL	2,581,525	$112.1m10.91%	10.91%	Unchanged
3	BRINKS CO COM BCO	BCO	756,435	$71.5m6.96%	6.96%	Added +207.0k	+207,018 37.7%
4	DNOW INC COM DNOW	DNOW	5,169,462	$67.0m6.52%	6.52%	Added +3.6k	+3,600 0.1%
5	NATIONAL VISION HLDGS INC COM EYE	EYE	3,520,944	$66.9m6.51%	6.51%	Added +3.5m	+3,511,406 36814.9%
6	KBR INC COM KBR	KBR	1,855,642	$64.1m6.24%	6.24%	Added +324.3k	+324,329 21.2%
7	SPS COMM INC COM SPSC	SPSC	916,380	$52.4m5.10%	5.10%	New
8	UNITED PARKS & RESORTS INC COM PRKS	PRKS	983,600	$47.0m4.57%	4.57%	Reduced -50.8k	-50,814 -4.9%
9	ORTHOFIX MED INC COM OFIX	OFIX	4,575,675	$41.8m4.07%	4.07%	Added +184.9k	+184,896 4.2%
10	NEXSTAR MEDIA GROUP INC COMMON STOCK NXST	NXST	199,247	$35.6m3.46%	3.46%	Unchanged
11	FOX FACTORY HLDG CORP COM FOXF	FOXF	2,087,363	$35.4m3.44%	3.44%	Added +61.1k	+61,133 3.0%
12	HONEYWELL AEROSPACE INC COM HONA	HONA	120,000	$26.5m2.58%	2.58%	New
13	MAGNERA CORP COM SHS MAGN	MAGN	2,243,827	$26.4m2.57%	2.57%	Unchanged
14	CIVEO CORP CDA COM NEW CVEO	CVEO	686,315	$24.0m2.34%	2.34%	Reduced -188.2k	-188,161 -21.5%
15	FULLER H B CO COM FUL	FUL	405,349	$23.6m2.30%	2.30%	New
16	COMPASS MINERALS INTL INC COM CMP	CMP	633,021	$19.7m1.92%	1.92%	Reduced -806.0k	-806,044 -56.0%
17	PRIMORIS SVCS CORP COM PRIM	PRIM	195,838	$19.4m1.89%	1.89%	New
18	SONOS INC COM SONO	SONO	1,256,060	$17.0m1.65%	1.65%	Unchanged
19	PHINIA INC COMMON STOCK PHIN	PHIN	170,622	$14.1m1.37%	1.37%	Unchanged
20	FIVERR INTL LTD ORD SHS FVRR	FVRR	1,338,644	$13.8m1.34%	1.34%	Unchanged
21	ISHARES TR RUSSELL 2000 ETF IWM	IWM	42,444	$12.8m1.24%	1.24%	Unchanged
22	BIOVENTUS INC COM CL A BVS	BVS	900,558	$8.5m0.83%	0.83%	Added +585.5k	+585,540 185.9%
23	AMERICAN OUTDOOR BRANDS INC COM AOUT	AOUT	656,329	$7.7m0.75%	0.75%	Unchanged
24	CBIZ INC COM CBZ	CBZ	201,998	$6.5m0.63%	0.63%	New
25	WEAVE COMMUNICATIONS INC COM WEAV	WEAV	1,051,525	$6.3m0.61%	0.61%	Unchanged
26	CCC INTELLIGENT SOLUTIONS HL COM CCC	CCC	949,332	$4.9m0.48%	0.48%	New
27	UBER TECHNOLOGIES INC COM UBER	UBER	60,000	$4.3m0.42%	0.42%	New
28	NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES NIQ	NIQ	159,134	$1.5m0.14%	0.14%	New
29	TRIPADVISOR INC COM TRIP	TRIP	20,000	$274.2k0.03%	0.03%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SUNOCOCORP LLC SUNC	SUNC	1,019,854	$62.9m1.0m shares
UNIFIRST CORP MASS UNF	UNF	74,040	$18.6m74.0k shares
MGM RESORTS INTERNATIONAL MGM	MGM	100,000	$3.7m100.0k shares
CHATHAM LODGING TR CLDT	CLDT	200,000	$1.6m200.0k shares
SUMMIT HOTEL PPTYS INC INN	INN	200,000	$884.0k200.0k shares
RIMINI STR INC DEL RMNI	RMNI	17,416	$57.1k17.4k shares

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2026-05-07	ORTHOFIX MED INC 10% owner · By: Engine Capital, L.P.	OFIX	Bought	27,288	$332.5k27.3k shares	+1%
2026-05-07	ORTHOFIX MED INC 10% owner · By: Engine Lift Capital, LP	OFIX	Bought	2,712	$33.0k2.7k shares	+1%
2026-05-06	ORTHOFIX MED INC 10% owner · By: Engine Capital, L.P.	OFIX	Bought	38,154	$466.6k38.2k shares	+1%
2026-05-06	ORTHOFIX MED INC 10% owner · By: Engine Lift Capital, LP	OFIX	Bought	3,792	$46.4k3.8k shares	+1%
2026-05-05	ORTHOFIX MED INC 10% owner · By: Engine Capital, L.P.	OFIX	Bought	110,039	$1.3m110.0k shares	+3%
2026-05-05	ORTHOFIX MED INC 10% owner · By: Engine Lift Capital, LP	OFIX	Bought	2,911	$34.9k2.9k shares	+1%