Engine Capital Management, LP — 13F holdings

Engine Capital Management, LP reported 29 holdings worth $1.03B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AVTR AVANTOR INC — $197M (19.1%)
2. NATL NCR ATLEOS CORPORATION — $112M (10.9%)
3. BCO BRINKS CO — $71.5M (7.0%)
4. DNOW DNOW INC — $67.0M (6.5%)
5. EYE NATIONAL VISION HLDGS INC — $66.9M (6.5%)
6. KBR KBR INC — $64.1M (6.2%)
7. SPSC SPS COMM INC — $52.4M (5.1%)
8. PRKS UNITED PARKS & RESORTS INC — $47.0M (4.6%)
9. OFIX ORTHOFIX MED INC — $41.8M (4.1%)
10. NXST Nexstar Media Group Inc — $35.6M (3.5%)