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Engine Capital Management, LP

CIK:0001665590
Hedge Fund
$2B AUM
28 holdings
New York, NY, United States
Founded:2013
7 employees
Latest filing:Jun 30, 2025

Engine Capital Management, LP is an investment adviser headquartered in New York, NY. Established in the United States, the firm is focused on value-oriented investment strategies. Engine Capital Management primarily manages assets for institutional investors and high net worth individuals, operates with a small and specialized team, and is known for its activist and value-focused approach.

Investment Strategy

Engine Capital Management, LP pursues a value-oriented investment strategy, targeting both equity and activist opportunities in public companies. The firm seeks undervalued securities where it can engage constructively with management and boards to unlock shareholder value. Its approach combines rigorous fundamental research, analysis of catalysts, and proactive engagement with companies to drive improved performance and returns.

Top Buys
A
AVTRAVANTOR INC
+$74.1M
K
KBRKBR INC
+$23.8M
N
NATLNCR ATLEOS CORPORATION
+$16.8M
U
UNFUNIFIRST CORP MASS
+$11.7M
P
PRKSUNITED PARKS & RESORTS INC
+$3.9M
Top Sells
L
LKQLKQ CORP
-$53.9M
E
EYENATIONAL VISION HLDGS INC
-$49.3M
L
LYFTLYFT INC-A
-$39.6M
O
OFIXORTHOFIX MED INC
-$13.6M
M
MAGNMAGNERA CORP
-$12.8M

Top Holdings

A
AVTRAVANTOR INC
+15.6%$74.1M
N
NATLNCR ATLEOS CORPORATION
+14.6%$68.9M
O
OFIXORTHOFIX MED INC
+10.0%$47.4M
K
KBRKBR INC
+8.4%$39.6M
N
NXSTNEXSTAR MEDIA GROUP INC
+6.8%$32.4M

Equity Positions (27)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AVTR
AVANTOR INC15.65%$74.1M5,504,309$13.46$13.46+$74.1M
N
NATL
NCR ATLEOS CORPORATION14.56%$68.9M2,415,779$28.60$28.53+$16.8M
O
OFIX
ORTHOFIX MED INC10.01%$47.4M4,251,671$13.42$11.15-$13.6M
K
KBR
KBR INC8.36%$39.6M825,417$52.09$47.94+$23.8M
N
NXST
NEXSTAR MEDIA GROUP INC6.85%$32.4M187,513$144.62$172.95-$763.5K

Industry Allocation

LABORATORY ANALYTICAL INSTRUMENTS
+15.6%
CALCULATING & ACCOUNTING MACHINES (NO ELECTRONIC COMPUTERS)
+14.6%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+10.0%
HEAVY CONSTRUCTION OTHER THAN BLDG CONST - CONTRACTORS
+8.4%
TELEVISION BROADCASTING STATIONS
+6.8%