Engine Capital Management, LP holds a focused book of 26 stocks worth $828.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Dnow Inc and trimmed Sunococorp LLC. Their largest long position is Avantor Inc at 19% of the equity book.
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Use Arkolith to show Engine Capital Management, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Avantor Inc COM | $155.1M | 19.78M | 18.7% | ▲+66% Added · +7.9M sh | |
| 2 | NCR Atleos Corporation COM SHS | $112.5M | 2.58M | 13.6% | —Held | |
| 3 | Sunococorp LLC COM SHS LLC | $62.9M | 1.02M | 7.6% | ▼−26% Reduced · −360K sh | |
| 4 | Dnow Inc COM | $61.5M | 5.17M | 7.4% | ▲New New position | |
| 5 | Brinks Co COM | $56.9M | 549.4K | 6.9% | ▲13× Added · +508K sh | |
| 6 | KBR Inc COM | $56.4M | 1.53M | 6.8% | ▲12× Added · +1.4M sh | |
| 7 | Orthofix Med Inc COM | $50.4M | 4.39M | 6.1% | ▲+3.2% Added · +138K sh | |
| 8 | Nexstar Media Group Inc COMMON STOCK | $36.0M | 199.2K | 4.3% | —Held | |
| 9 | United Parks & Resorts Inc COM | $33.8M | 1.03M | 4.1% | ▲+21% Added · +178K sh | |
| 10 | Compass Minerals Intl Inc COM | $33.6M | 1.44M | 4.1% | ▲+275% Added · +1.1M sh | |
| 11 | Fox Factory Hldg Corp COM | $33.4M | 2.03M | 4.0% | ▲+162% Added · +1.3M sh | |
| 12 | Civeo Corp Cda COM NEW | $23.1M | 874.5K | 2.8% | ▼−35% Reduced · −464K sh | |
| 13 | Magnera Corp COM SHS | $21.3M | 2.24M | 2.6% | —Held | |
| 14 | Unifirst Corp Mass COM | $18.6M | 74.0K | 2.2% | ▼−84% Reduced · −386K sh | |
| 15 | Sonos Inc COM | $16.8M | 1.26M | 2.0% | —Held | |
| 16 | Fiverr Intl Ltd ORD SHS | $13.4M | 1.34M | 1.6% | ▲+78% Added · +588K sh | |
| 17 | Phinia Inc COMMON STOCK | $11.7M | 170.6K | 1.4% | —Held | |
| 18 | Ishares TR RUSSELL 2000 ETF | $10.5M | 42.4K | 1.3% | —Held | |
| 19 | American Outdoor Brands Inc COM | $6.1M | 656.3K | 0.7% | —Held | |
| 20 | Weave Communications Inc COM | $4.9M | 1.05M | 0.6% | ▲New New position | |
| 21 | MGM Resorts International COM | $3.7M | 100.0K | 0.4% | ▼−33% Reduced · −50K sh | |
| 22 | Bioventus Inc COM CL A | $2.9M | 315.0K | 0.3% | ▲New New position | |
| 23 | Chatham Lodging TR COM | $1.6M | 200.0K | 0.2% | —Held | |
| 24 | Summit Hotel Pptys COM | $884K | 200.0K | 0.1% | —Held | |
| 25 | National Vision Hldgs Inc COM | $247K | 9.5K | 0.0% | —Held | |
| 26 | Rimini STR Inc Del COM | $57K | 17.4K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.