Back to Engine Capital Management, LP
Q2 2026 13F filing
Updated 27 days ago29 disclosed positions worth $1B
Portfolio value
$1B
Total holdings
29
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AVTR AVANTOR INC | $196.6M | 19.86M | 19.13% | — |
| 2 | N NATL NCR ATLEOS CORPORATION | $112.1M | 2.58M | 10.91% | — |
| 3 | B BCO BRINKS CO | $71.5M | 756.4K | 6.96% | — |
| 4 | ? N/A DNOW INC | $67M | 5.17M | 6.52% | — |
| 5 | E EYE NATIONAL VISION HLDGS INC | $66.9M | 3.52M | 6.51% | — |
| 6 | K KAI KBR INC | $64.1M | 1.86M | 6.24% | — |
| 7 | S SPSC SPS COMM INC | $52.4M | 916.4K | 5.10% | — |
| 8 | P PRKS UNITED PARKS & RESORTS INC | $47M | 983.6K | 4.57% | — |
| 9 | O OFIX ORTHOFIX MED INC | $41.8M | 4.58M | 4.07% | — |
| 10 | N NXST NEXSTAR MEDIA GROUP INC | $35.6M | 199.2K | 3.46% | — |
| 11 | F FOXF FOX FACTORY HLDG CORP | $35.4M | 2.09M | 3.44% | — |
| 12 | H HONA HONEYWELL AEROSPACE INC | $26.5M | 120.0K | 2.58% | — |
| 13 | M MAGN MAGNERA CORP | $26.4M | 2.24M | 2.57% | — |
| 14 | C CVEO CIVEO CORP CDA | $24M | 686.3K | 2.34% | — |
| 15 | F FUL FULLER H B CO | $23.6M | 405.3K | 2.30% | — |
| 16 | C CMP COMPASS MINERALS INTL INC | $19.7M | 633.0K | 1.92% | — |
| 17 | P PRIM PRIMORIS SVCS CORP | $19.4M | 195.8K | 1.89% | — |
| 18 | S SONO SONOS INC | $17M | 1.26M | 1.65% | — |
| 19 | P PHIN PHINIA INC | $14.1M | 170.6K | 1.37% | — |
| 20 | F FVRR FIVERR INTL LTD | $13.8M | 1.34M | 1.34% | — |
| 21 | E ETHA ISHARES TR | $12.8M | 42.4K | 1.24% | — |
| 22 | B BVS BIOVENTUS INC | $8.5M | 900.6K | 0.83% | — |
| 23 | A AOUT AMERICAN OUTDOOR BRANDS INC | $7.7M | 656.3K | 0.75% | — |
| 24 | C CBZ CBIZ INC | $6.5M | 202.0K | 0.63% | — |
| 25 | W WEAV WEAVE COMMUNICATIONS INC | $6.3M | 1.05M | 0.61% | — |
| 26 | C CCC CCC INTELLIGENT SOLUTIONS HL | $4.9M | 949.3K | 0.48% | — |
| 27 | U UBER UBER TECHNOLOGIES INC | $4.3M | 60.0K | 0.42% | — |
| 28 | N NIQ NIQ GLOBAL INTELLIGENCE PLC | $1.5M | 159.1K | 0.14% | — |
| 29 | T TRIP TRIPADVISOR INC | $274K | 20.0K | 0.03% | — |