Engine Capital Management, LP
13F filer · CIK 1665590 · New York, NY
Summary
Engine Capital Management, LP reported $1.03B across 29 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AVTR (19.1%), NATL (10.9%), BCO (7.0%). Versus 2026 Q1, leaving options aside, it opened 9 new positions, added to 8, trimmed 3 and sold out of 6.
Reported value$1.03B
Positions29
Report period2026 Q2
FiledAug 14, 2026
New positions9
Added8
Trimmed3
Sold out6
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 19.1%Value $196.62MPrice $15.24Shares 19.86M +0.40%Since Jun 30 +53.94%
Weight 10.9%Value $112.06MPrice $45.75Shares 2.58MSince Jun 30 +5.39%
Weight 7.0%Value $71.48MPrice $103.12Shares 756K +37.68%Since Jun 30 +9.13%
Weight 6.5%Value $67.05MPrice $16.14Shares 5.17M +0.07%Since Jun 30 +24.44%
Weight 6.5%Value $66.93MPrice $16.12Shares 3.52M +36814.91%Since Jun 30 -15.20%
Weight 6.2%Value $64.08MPrice $34.84Shares 1.86M +21.18%Since Jun 30 +0.90%
Weight 5.1%Value $52.39MPrice $81.01Shares 916KSince Jun 30 +41.70%
Weight 4.6%Value $46.96MPrice $32.04Shares 984K -4.91%Since Jun 30 -32.89%
Weight 4.1%Value $41.82MPrice $9.84Shares 4.58M +4.21%Since Jun 30 +7.66%
Weight 3.5%Value $35.58MPrice $161.78Shares 199KSince Jun 30 -9.41%
Weight 3.4%Value $35.37MPrice $18.74Shares 2.09M +3.02%Since Jun 30 +10.59%
Weight 2.6%Value $26.53MPrice $152.32Shares 120KSince Jun 30 -31.10%
Weight 2.6%Value $26.36MPrice $11.91Shares 2.24MSince Jun 30 +1.36%
Weight 2.3%Value $24.02MPrice $32.19Shares 686K -21.52%Since Jun 30 -8.03%
Weight 2.3%Value $23.63MPrice $49.37Shares 405KSince Jun 30 -15.30%
Weight 1.9%Value $19.71MPrice $22.39Shares 633K -56.01%Since Jun 30 -28.08%
Weight 1.9%Value $19.41MPrice $71.12Shares 196KSince Jun 30 -28.25%
Weight 1.7%Value $16.99MPrice $17.97Shares 1.26MSince Jun 30 +32.82%
Weight 1.4%Value $14.05MPrice $60.74Shares 171KSince Jun 30 -26.26%
Weight 1.3%Value $13.81MPrice $8.50Shares 1.34MSince Jun 30 -17.64%
Weight 1.2%Value $12.75MPrice $280.02Shares 42KSince Jun 30 -6.80%
Weight 0.8%Value $8.50MPrice $14.00Shares 901K +185.88%Since Jun 30 +48.31%
Weight 0.7%Value $7.71MPrice $16.90Shares 656KSince Jun 30 +43.95%
Weight 0.6%Value $6.48MPrice $54.69Shares 202KSince Jun 30 +70.48%
Weight 0.6%Value $6.30MPrice $7.37Shares 1.05MSince Jun 30 +23.04%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 19.1% | $196.62M | +53.94% | +0.40% | Add | |
| 10.9% | $112.06M | +5.39% | — | Hold | |
| 7.0% | $71.48M | +9.13% | +37.68% | Add | |
| 6.5% | $67.05M | +24.44% | +0.07% | Add | |
| 6.5% | $66.93M | -15.20% | +36814.91% | Add | |
| 6.2% | $64.08M | +0.90% | +21.18% | Add | |
| 5.1% | $52.39M | +41.70% | — | New | |
| 4.6% | $46.96M | -32.89% | -4.91% | Trim | |
| 4.1% | $41.82M | +7.66% | +4.21% | Add | |
| 3.5% | $35.58M | -9.41% | — | Hold | |
| 3.4% | $35.37M | +10.59% | +3.02% | Add | |
| 2.6% | $26.53M | -31.10% | — | New | |
| 2.6% | $26.36M | +1.36% | — | Hold | |
| 2.3% | $24.02M | -8.03% | -21.52% | Trim | |
| 2.3% | $23.63M | -15.30% | — | New | |
| 1.9% | $19.71M | -28.08% | -56.01% | Trim | |
| 1.9% | $19.41M | -28.25% | — | New | |
| 1.7% | $16.99M | +32.82% | — | Hold | |
| 1.4% | $14.05M | -26.26% | — | Hold | |
| 1.3% | $13.81M | -17.64% | — | Hold | |
| 1.2% | $12.75M | -6.80% | — | Hold | |
| 0.8% | $8.50M | +48.31% | +185.88% | Add | |
| 0.7% | $7.71M | +43.95% | — | Hold | |
| 0.6% | $6.48M | +70.48% | — | New | |
| 0.6% | $6.30M | +23.04% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.