Institutions / Engine Capital Management, LP

Engine Capital Management, LP

CIK 1665590 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$724.22M
Positions
28
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 28 →
CompanyClassValueShares% of portfolio
Avantor, Inc.—$136.69M11,927,81218.9%
NCR Atleos Corp—$98.38M2,581,52513.6%
Unifirst Corp—$88.71M459,87112.2%
SunocoCorp LLCSUNCCommon Stock$67.98M1,379,3829.4%
Orthofix Medical Inc.—$64.47M4,252,9218.9%
Nexstar Media Group, Inc.—$40.46M199,2475.6%
Magnera Corp—$33.97M2,243,8274.7%
United Parks & Resorts Inc.—$31.09M856,3974.3%
Civeo CorpCVEOCommon Stock$30.60M1,338,1144.2%
Sonos Inc—$22.06M1,256,0603.0%
Caesars Entertainment, Inc.—$19.54M835,2312.7%
Fiverr International Ltd—$14.83M750,4242.0%
Fox Factory Holding Corp—$13.22M772,4221.8%
Phinia Inc.—$10.70M170,6221.5%
iShares Tr—$10.45M42,4441.4%
Compass Minerals International Inc—$7.53M383,3251.0%
MGM Resorts International—$5.47M150,0000.8%
American Outdoor Brands, Inc.—$5.07M656,3290.7%
KBR Inc—$5.01M124,5670.7%
Brinks Co—$4.79M41,0740.7%
Acadia Healthcare Company, Inc.—$4.67M328,8330.6%
TreeHouse Foods Inc—$3.61M152,8320.5%
City Office REIT Inc—$1.61M231,0200.2%
Chatham Lodging Trust—$1.36M200,0000.2%
Summit Hotel Properties, Inc.—$974.0K200,0000.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.

Insider transactions

Also files Forms 3 / 4 / 5
DateActionCompanyValueShares ΔPosition afterImpact
Feb 13, 2026SellCVEO
Civeo Corp
Common Shares, no par value
$9.66M-335K
-30.16%
776,557
7.51% of shares
medium
Feb 24, 2026BuyOFIX
Orthofix Medical Inc.
Common Stock
$1.47M+117K
+3.30%
3,663,133
8.99% of shares
high
Feb 13, 2026SellCVEO
Civeo Corp
Common Shares, no par value
$1.33M-46K
-41.09%
66,119
0.64% of shares
medium
May 5, 2026BuyOFIX
Orthofix Medical Inc.
Common Stock
$1.32M+110K
+3.00%
3,783,131
9.29% of shares
high
Feb 13, 2026SellCVEO
Civeo Corp
Common Shares, no par value
$1.02M-36K
-31.17%
78,423
0.76% of shares
medium
May 6, 2026BuyOFIX
Orthofix Medical Inc.
Common Stock
$466.5K+38K
+1.01%
3,821,285
9.38% of shares
high
Feb 18, 2026SellCVEO
Civeo Corp
Common Shares, no par value
$224.4K-8K
-1.00%
768,827
7.44% of shares
medium
May 7, 2026BuyOFIX
Orthofix Medical Inc.
Common Stock
$221.9K+18K
+0.48%
3,839,477
9.43% of shares
medium
Feb 25, 2026BuyOFIX
Orthofix Medical Inc.
Common Stock
$129.1K+10K
+0.27%
3,673,092
9.02% of shares
medium
May 7, 2026BuyOFIX
Orthofix Medical Inc.
Common Stock
$110.5K+9K
+0.24%
3,848,573
9.45% of shares
medium