Engine Capital Management, LP
Net buyer this quarter
$1.03B
28
+$114M
73.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AVTR | $197M | 19.13% | 2.91% | +0.4% | Q2 2025 |
 NATL | $112M | 10.91% | 3.50% | Not reported | Q2 2024 |
 BCO | $71.5M | 6.96% | 1.84% | +37.7% | Q3 2023 |
 DNOW | $67M | 6.52% | 2.86% | +0.1% | Q1 2026 |
 EYE | $66.9M | 6.51% | 4.39% | +36814.9% | Q3 2024 |
 KBR | $64.1M | 6.24% | 1.46% | +21.2% | Q2 2017 |
 SPSC | $52.4M | 5.10% | 2.53% | New | Q2 2026 |
 PRKS | $47M | 4.57% | 2.09% | -4.9% | Q4 2019 |
 OFIX | $41.8M | 4.07% | 11.23% | +4.2% | Q4 2023 |
 NXST | $35.6M | 3.46% | 0.65% | Not reported | Q4 2015 |
 FOXF | $35.4M | 3.44% | 4.98% | +3.0% | Q4 2025 |
 HONA | $26.5M | 2.58% | Not reported | New | Q2 2026 |
 MAGN | $26.4M | 2.57% | 6.27% | Not reported | Q4 2024 |
 CVEO | $24M | 2.34% | 6.24% | -21.5% | Q1 2025 |
 FUL | $23.6M | 2.30% | 0.75% | Not reported | Q1 2018 |
 CMP | $19.7M | 1.92% | 1.51% | -56.0% | Q4 2025 |
 PRIM | $19.4M | 1.89% | 0.36% | New | Q2 2026 |
 SONO | $17M | 1.65% | 1.05% | Not reported | Q3 2025 |
 PHIN | $14.1M | 1.37% | 0.46% | Not reported | Q1 2024 |
 FVRR | $13.8M | 1.34% | 3.71% | Not reported | Q4 2023 |
 BVS | $8.5M | 0.83% | Not reported | +185.9% | Q1 2026 |
 AOUT | $7.71M | 0.75% | 5.25% | Not reported | Q1 2022 |
 CBZ | $6.48M | 0.63% | 0.37% | New | Q2 2026 |
 WEAV | $6.3M | 0.61% | 1.32% | Not reported | Q1 2026 |
 CCC | $4.9M | 0.48% | 0.16% | New | Q2 2026 |
 UBER | $4.33M | 0.42% | 0.00% | New | Q2 2026 |
 NIQ | $1.49M | 0.14% | 0.05% | New | Q2 2026 |
 TRIP | $274K | 0.03% | 0.02% | New | Q2 2026 |
| Q1 2026 | |||||
| AVTR | $155M | 18.72% | 2.90% | +65.8% | Q2 2025 |
| NATL | $113M | 13.58% | 3.50% | Not reported | Q2 2024 |
 SUNC | $62.9M | 7.59% | 1.98% | -26.1% | Q4 2025 |
| DNOW | $61.5M | 7.43% | 2.83% | New | Q1 2026 |
| BCO | $56.9M | 6.87% | 1.33% | +1237.6% | Q3 2023 |
| KBR | $56.4M | 6.81% | 1.21% | +1129.3% | Q2 2017 |
| OFIX | $50.4M | 6.08% | 10.87% | +3.2% | Q4 2023 |
| NXST | $36M | 4.35% | 0.65% | Not reported | Q4 2015 |
| PRKS | $33.8M | 4.08% | 2.13% | +20.8% | Q4 2019 |
| CMP | $33.6M | 4.06% | 3.44% | +275.4% | Q4 2025 |
| FOXF | $33.4M | 4.03% | 4.85% | +162.3% | Q4 2025 |
| CVEO | $23.1M | 2.79% | 7.99% | -34.7% | Q1 2025 |
| MAGN | $21.3M | 2.58% | 6.25% | Not reported | Q4 2024 |
 UNF | $18.6M | 2.25% | 0.37% | -83.9% | Q2 2025 |
| SONO | $16.8M | 2.03% | 1.04% | Not reported | Q3 2025 |
| FVRR | $13.4M | 1.62% | 3.71% | +78.4% | Q4 2023 |
| PHIN | $11.7M | 1.41% | 0.45% | Not reported | Q1 2024 |
| AOUT | $6.13M | 0.74% | 5.21% | Not reported | Q1 2022 |
| WEAV | $4.86M | 0.59% | 1.32% | New | Q1 2026 |
 MGM | $3.7M | 0.45% | 0.04% | -33.3% | Q1 2019 |
| BVS | $2.88M | 0.35% | Not reported | New | Q1 2026 |
 CLDT | $1.57M | 0.19% | 0.43% | Not reported | Q3 2020 |
 INN | $884K | 0.11% | 0.18% | Not reported | Q3 2020 |
| EYE | $247K | 0.03% | 0.01% | Not reported | Q3 2024 |
 RMNI | $57.1K | 0.01% | 0.02% | Not reported | Q2 2022 |
| Q4 2025 | |||||
| AVTR | $137M | 18.87% | 1.75% | -39.5% | Q2 2025 |
| NATL | $98.4M | 13.58% | 3.50% | +7.2% | Q2 2024 |
| UNF | $88.7M | 12.25% | 2.31% | +640.5% | Q2 2025 |
| SUNC | $68M | 9.39% | Not reported | New | Q4 2025 |
| OFIX | $64.5M | 8.90% | 10.68% | Not reported | Q4 2023 |
| NXST | $40.5M | 5.59% | 0.66% | Not reported | Q4 2015 |
| MAGN | $34M | 4.69% | 6.30% | -17.0% | Q4 2024 |
| PRKS | $31.1M | 4.29% | 1.57% | +96.2% | Q4 2019 |
| CVEO | $30.6M | 4.23% | 11.70% | Not reported | Q1 2025 |
| SONO | $22.1M | 3.05% | 1.04% | Not reported | Q3 2025 |
 CZR | $19.5M | 2.70% | 0.41% | -8.1% | Q3 2020 |
| FVRR | $14.8M | 2.05% | 2.08% | +20.3% | Q4 2023 |
| FOXF | $13.2M | 1.82% | 1.85% | New | Q4 2025 |
| PHIN | $10.7M | 1.48% | 0.45% | Not reported | Q1 2024 |
| CMP | $7.53M | 1.04% | 0.92% | New | Q4 2025 |
| MGM | $5.47M | 0.76% | 0.06% | Not reported | Q1 2019 |
| AOUT | $5.07M | 0.70% | 5.21% | Not reported | Q1 2022 |
| KBR | $5.01M | 0.69% | 0.10% | -88.5% | Q2 2017 |
| BCO | $4.79M | 0.66% | 0.10% | Not reported | Q3 2023 |
 ACHC | $4.67M | 0.64% | 0.36% | -87.3% | Q3 2025 |
| THS | $3.61M | 0.50% | 0.30% | Not reported | Q1 2018 |
| CIO | $1.61M | 0.22% | 0.57% | Not reported | Q4 2020 |
| CLDT | $1.36M | 0.19% | 0.42% | Not reported | Q3 2020 |
| INN | $974K | 0.13% | 0.18% | Not reported | Q3 2020 |
 LAUR | $673K | 0.09% | 0.01% | -48.8% | Q2 2021 |
| EYE | $246K | 0.03% | 0.01% | Not reported | Q3 2024 |
| RMNI | $67.6K | 0.01% | 0.02% | Not reported | Q2 2022 |
| Q3 2025 | |||||
| AVTR | $246M | 29.22% | 2.89% | +258.3% | Q2 2025 |
| NATL | $94.7M | 11.24% | 3.26% | -0.3% | Q2 2024 |
| LNWO | $80.9M | 9.61% | 1.16% | +304.7% | Q2 2022 |
| ACHC | $64M | 7.60% | 2.86% | New | Q3 2025 |
| OFIX | $62.3M | 7.39% | 10.76% | 0.0% | Q4 2023 |
| KBR | $51.3M | 6.09% | 0.84% | +31.4% | Q2 2017 |
| NXST | $39.4M | 4.68% | 0.66% | +6.3% | Q4 2015 |
| MAGN | $31.7M | 3.76% | 7.59% | +8.9% | Q4 2024 |
| CVEO | $30.8M | 3.65% | 11.49% | Not reported | Q1 2025 |
| CZR | $24.6M | 2.92% | 0.44% | Not reported | Q3 2020 |
| PRKS | $22.6M | 2.68% | 0.79% | Not reported | Q4 2019 |
| SONO | $19.8M | 2.36% | 1.05% | New | Q3 2025 |
| FVRR | $15.2M | 1.81% | 1.69% | +2366.2% | Q4 2023 |
| UNF | $10.4M | 1.23% | 0.31% | Not reported | Q2 2025 |
| PHIN | $9.81M | 1.16% | 0.44% | Not reported | Q1 2024 |
| AOUT | $5.7M | 0.68% | 5.19% | Not reported | Q1 2022 |
| MGM | $5.2M | 0.62% | 0.06% | Not reported | Q1 2019 |
| BCO | $4.8M | 0.57% | 0.10% | Not reported | Q3 2023 |
| THS | $3.09M | 0.37% | 0.30% | Not reported | Q1 2018 |
 XRAY | $1.76M | 0.21% | 0.07% | -26.6% | Q3 2024 |
| CIO | $1.61M | 0.19% | 0.57% | Not reported | Q4 2020 |
| CLDT | $1.34M | 0.16% | 0.41% | -16.1% | Q3 2020 |
| LAUR | $1.23M | 0.15% | 0.03% | -79.4% | Q2 2021 |
| INN | $1.1M | 0.13% | 0.18% | -17.9% | Q3 2020 |
| EYE | $278K | 0.03% | 0.01% | -4.0% | Q3 2024 |
| RMNI | $81.5K | 0.01% | 0.02% | -43.2% | Q2 2022 |