Engine Capital portfolio — 13F holdings Q2 2026
Engine Capital (Arnaud Ajdler) reported 29 long positions worth $1 billion as of 2026-06-30. Top holdings: Avantor, Inc., NCR Atleos Corp, BRINKS CO, DNOW Inc., National Vision Holdings, Inc.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Avantor, Inc. | 2026-06-30 | 196622217.00 USD | 19.13% | add | Original filing |
| NCR Atleos Corp | 2026-06-30 | 112064000.00 USD | 10.91% | hold | Original filing |
| BRINKS CO | 2026-06-30 | 71475543.00 USD | 6.96% | add | Original filing |
| DNOW Inc. | 2026-06-30 | 67047922.00 USD | 6.52% | add | Original filing |
| National Vision Holdings, Inc. | 2026-06-30 | 66933145.00 USD | 6.51% | add | Original filing |
| KBR, INC. | 2026-06-30 | 64075318.00 USD | 6.24% | add | Original filing |
| SPS COMMERCE INC | 2026-06-30 | 52389445.00 USD | 5.10% | buy | Original filing |
| United Parks & Resorts Inc. | 2026-06-30 | 46957064.00 USD | 4.57% | reduce | Original filing |
| Orthofix Medical Inc. | 2026-06-30 | 41821670.00 USD | 4.07% | add | Original filing |
| NEXSTAR MEDIA GROUP, INC. | 2026-06-30 | 35583522.00 USD | 3.46% | hold | Original filing |
| FOX FACTORY HOLDING CORP | 2026-06-30 | 35370366.00 USD | 3.44% | add | Original filing |
| Honeywell Aerospace Inc. | 2026-06-30 | 26529600.00 USD | 2.58% | buy | Original filing |
| Magnera Corp | 2026-06-30 | 26364967.00 USD | 2.57% | hold | Original filing |
| Civeo Corp | 2026-06-30 | 24021025.00 USD | 2.34% | reduce | Original filing |
| FULLER H B CO | 2026-06-30 | 23627793.00 USD | 2.30% | buy | Original filing |
| COMPASS MINERALS INTERNATIONAL INC | 2026-06-30 | 19705944.00 USD | 1.92% | reduce | Original filing |
| Primoris Services Corp | 2026-06-30 | 19411463.00 USD | 1.89% | buy | Original filing |
| Sonos Inc | 2026-06-30 | 16994492.00 USD | 1.65% | hold | Original filing |
| PHINIA INC. | 2026-06-30 | 14054134.00 USD | 1.37% | hold | Original filing |
| Fiverr International Ltd. | 2026-06-30 | 13814806.00 USD | 1.34% | hold | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-15 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-16 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-17 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-15 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
| 2021-06-30 | 2021-08-17 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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