Engine Capital Management, LP

Institutional manager·CIK 0001665590
Annual return '25
+11.8%
SPY '25
+17.7%
Alpha
-5.9ptsvs SPY
Invested
$1.7B
Holdings
26
Trades YTD
7

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
-30%+0%+30%Engine +11.8%SPY +17.7%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.

Top holdings · current snapshot

Source: 13F-HR
01
$AVTR
AVANTOR INC
Held since at least Q1 2024
18.9%
02
$NATL
NCR ATLEOS CORPORATION
Held since at least Q1 2024
13.7%
03
$SUNC
SUNOCOCORP LLC
Held since at least Q1 2024
7.7%
04
$DNOW
DNOW INC
Held since at least Q1 2024
7.5%
05
$BCO
BRINKS CO
Held since at least Q1 2024
6.9%
06
$KBR
KBR INC
Held since at least Q1 2024
6.9%
07
$OFIX
ORTHOFIX MED INC
Held since at least Q1 2024
6.1%
08
$NXST
NEXSTAR MEDIA GROUP INC
Held since at least Q1 2024
4.4%
09
$PRKS
UNITED PARKS & RESORTS INC
Held since at least Q1 2024
4.1%
10
$CMP
COMPASS MINERALS INTL INC
Held since at least Q1 2024
4.1%
See all 26 holdings · Pro →

Recent trades · Last 90 days

Engine Capital Management, LP
Insider · Form 4
BOUGHT
$OFIXOrthofix Medical Inc.
$14K
Jul 7FORM 4
Engine Capital Management, LP
Insider · Form 4
BOUGHT
$OFIXOrthofix Medical Inc.
$105K
May 14FORM 4
Engine Capital Management, LP
Insider · Form 4
BOUGHT
$OFIXOrthofix Medical Inc.
$100K
May 14FORM 4
Engine Capital Management, LP
Insider · Form 4
BOUGHT
$OFIXOrthofix Medical Inc.
$1.0M
May 14FORM 4
Engine Capital Management, LP
Insider · Form 4
BOUGHT
$OFIXOrthofix Medical Inc.
$105K
May 8FORM 4
See full trade history →

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:52 UTC.