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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001665590

Engine Capital Management, LP

NEW YORK, NY · File #028-17334

Latest AUM
$724.2M
Positions
28
Top-10 Concentration
84.8%
Filings
12

Sector Allocation

Healthcare
28.4%$205.8M
Technology
16.6%$120.4M
Industrials
13.6%$98.5M
Energy
9.4%$68.0M
Real Estate
1.0%$7.5M
Financials
0.2%$1.6M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AVANTOR INCAVTR11,927,812$136.7M18.87%
2NCR ATLEOS CORPORATIONNATL2,581,525$98.4M13.58%
3UNIFIRST CORP MASSUNF459,871$88.7M12.25%
4SUNOCOCORP LLCSUNC1,379,382$68.0M9.39%
5ORTHOFIX MED INCOFIX4,252,921$64.5M8.90%
6NEXSTAR MEDIA GROUP INCNXST199,247$40.5M5.59%
7MAGNERA CORPMAGN2,243,827$34.0M4.69%
8UNITED PARKS & RESORTS INCPRKS856,397$31.1M4.29%
9CIVEO CORP CDACVEO1,338,114$30.6M4.23%
10SONOS INCSONO1,256,060$22.1M3.05%
11CAESARS ENTERTAINMENT INC NE12769G100835,231$19.5M2.70%
12FIVERR INTL LTDM4R82T106750,424$14.8M2.05%
13FOX FACTORY HLDG CORPFOXF772,422$13.2M1.82%
14PHINIA INCPHIN170,622$10.7M1.48%
15ISHARES TR46428765542,444$10.4M1.44%
16COMPASS MINERALS INTL INCCOMP383,325$7.5M1.04%
17MGM RESORTS INTERNATIONALMGM150,000$5.5M0.76%
18AMERICAN OUTDOOR BRANDS INCAOUT656,329$5.1M0.70%
19KBR INCKBR124,567$5.0M0.69%
20BRINKS COBCO41,074$4.8M0.66%