Engine Capital Management
Engine Capital Management reported 29 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AVTR (19.1%), NATL (10.9%) and BCO (7.0%). Compared with Q1 2026, the fund opened new positions in SPSC, HONA and FUL, added to AVTR, BCO and EYE, trimmed PRKS, CVEO and CMP and sold out of SUNC, UNF and MGM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVTR Avantor Inc | $197M | 19.1% | 19.9M | +80K (+0%) | 5 of 8 | |
| 2 |  NATL Ncr Atleos Corporation | $112M | 10.9% | 2.6M | No change | 8 of 8 | |
| 3 |  BCO Brinks Co | $71.5M | 7.0% | 756K | +207K (+38%) | 8 of 8 | |
| 4 |  DNOW Dnow Inc | $67M | 6.5% | 5.2M | No change | 2 of 8 | |
| 5 |  EYE National Vision Hldgs Inc | $66.9M | 6.5% | 3.5M | +3.5M (+36815%) | 8 of 8 | |
| 6 |  KBR Kbr Inc | $64.1M | 6.2% | 1.9M | +324K (+21%) | 8 of 8 | |
| 7 |  SPSC Sps Comm Inc | $52.4M | 5.1% | 916K | New position | 1 of 8 | |
| 8 |  PRKS UNITED PARKS & RESORTS INC | $47M | 4.6% | 984K | −51K (−5%) | 8 of 8 | |
| 9 |  OFIX Orthofix Med Inc | $41.8M | 4.1% | 4.6M | +185K (+4%) | 8 of 8 | |
| 10 |  NXST Nexstar Media Group Inc Class Class A | $35.6M | 3.5% | 199K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SUNC Sunococorp LLC C | $62.9M | 1M |
 UNF Unifirst Corp Mass | $18.6M | 74K |
 MGM Mgm Resorts Intl | $3.7M | 100K |
 CLDT Chatham Lodging TR | $1.6M | 200K |
 INN Summit Hotel Pptys Inc | $884K | 200K |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Engine Capital Management 13F FAQ
What does Engine Capital Management own?
Engine Capital Management reported 29 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AVTR (19.1%), NATL (10.9%) and BCO (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Engine Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 7 added to, 3 trimmed and 6 sold out. New positions include SPSC, HONA and FUL. It sold all of SUNC, UNF and MGM.
When will Engine Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Engine Capital Management's portfolio worth?
The Q2 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.