13F HOLDINGS REPORT
Engine Capital Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001665590-26-000002
Total Value
$724.2M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVANTOR INC | AVTR | 11,927,812 | $136.7M | 18.87% |
| 2 | NCR ATLEOS CORPORATION | NATL | 2,581,525 | $98.4M | 13.58% |
| 3 | UNIFIRST CORP MASS | UNF | 459,871 | $88.7M | 12.25% |
| 4 | SUNOCOCORP LLC | SUNC | 1,379,382 | $68.0M | 9.39% |
| 5 | ORTHOFIX MED INC | OFIX | 4,252,921 | $64.5M | 8.90% |
| 6 | NEXSTAR MEDIA GROUP INC | NXST | 199,247 | $40.5M | 5.59% |
| 7 | MAGNERA CORP | MAGN | 2,243,827 | $34.0M | 4.69% |
| 8 | UNITED PARKS & RESORTS INC | PRKS | 856,397 | $31.1M | 4.29% |
| 9 | CIVEO CORP CDA | CVEO | 1,338,114 | $30.6M | 4.23% |
| 10 | SONOS INC | SONO | 1,256,060 | $22.1M | 3.05% |
| 11 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 835,231 | $19.5M | 2.70% |
| 12 | FIVERR INTL LTD | M4R82T106 | 750,424 | $14.8M | 2.05% |
| 13 | FOX FACTORY HLDG CORP | FOXF | 772,422 | $13.2M | 1.82% |
| 14 | PHINIA INC | PHIN | 170,622 | $10.7M | 1.48% |
| 15 | ISHARES TR | 464287655 | 42,444 | $10.4M | 1.44% |
| 16 | COMPASS MINERALS INTL INC | COMP | 383,325 | $7.5M | 1.04% |
| 17 | MGM RESORTS INTERNATIONAL | MGM | 150,000 | $5.5M | 0.76% |
| 18 | AMERICAN OUTDOOR BRANDS INC | AOUT | 656,329 | $5.1M | 0.70% |
| 19 | KBR INC | KBR | 124,567 | $5.0M | 0.69% |
| 20 | BRINKS CO | BCO | 41,074 | $4.8M | 0.66% |
| 21 | ACADIA HEALTHCARE COMPANY IN | ACHC | 328,833 | $4.7M | 0.64% |
| 22 | TREEHOUSE FOODS INC | 89469A104 | 152,832 | $3.6M | 0.50% |
| 23 | CITY OFFICE REIT INC | CHCO | 231,020 | $1.6M | 0.22% |
| 24 | CHATHAM LODGING TR | CLDT-PA | 200,000 | $1.4M | 0.19% |
| 25 | SUMMIT HOTEL PPTYS INC | 866082100 | 200,000 | $974,000 | 0.13% |
| 26 | LAUREATE EDUCATION INC | LAUR | 20,000 | $673,400 | 0.09% |
| 27 | NATIONAL VISION HLDGS INC | EYE | 9,538 | $246,271 | 0.03% |
| 28 | RIMINI STR INC DEL | 76674Q107 | 17,416 | $67,574 | 0.01% |