The Analysis of Engine Capital Management, LP's Holdings

Currently, Engine Capital Management, LP holds 27 types of securities in its portfolio with a total value $842.2M. In the most recent quarter, they have increased their positions in AVTR (+14.2M shares, valued at $177.4M), ACHC (+2.6M shares, valued at $64.0M), LNW (+725.9K shares, valued at $60.9M); decreased their positions in LAUR (-150.0K shares, valued at $4.7M), XRAY (-50.0K shares, valued at $635.1K), NATL (-7.1K shares, valued at $279.1K); initiated new positions in ACHC (+2.6M shares, valued at $64.0M), SONO (+1.3M shares, valued at $19.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVTR AVANTOR INC19.7M shares258.27%2025-09-302025-11-14

NATL NCR ATLEOS CORPORATION2.4M shares-0.29%2025-09-302025-11-14

LNW LIGHT & WONDER INC964.1K shares304.65%2025-09-302025-11-14

ACHC ACADIA HEALTHCARE COMPANY IN2.6M sharesnew addition2025-09-302025-11-14

OFIX ORTHOFIX MED INC4.3M shares0.03%2025-09-302025-11-14

KBR KBR INC1.1M shares31.42%2025-09-302025-11-14

NXST NEXSTAR MEDIA GROUP INC199.2K shares6.26%2025-09-302025-11-14

MAGN MAGNERA CORP2.7M shares8.90%2025-09-302025-11-14

Sponsored

AOUT AMERICAN OUTDOOR BRANDS INC656.3K shares0.00%2025-09-302025-11-14

MGM MGM RESORTS INTERNATIONAL150.0K shares0.00%2025-09-302025-11-14

BCO BRINKS CO41.1K shares0.00%2025-09-302025-11-14

THS TREEHOUSE FOODS INC152.8K shares0.00%2025-09-302025-11-14

XRAY DENTSPLY SIRONA INC138.4K shares-26.56%2025-09-302025-11-14

CIO CITY OFFICE REIT INC231.0K shares0.00%2025-09-302025-11-14

CLDT CHATHAM LODGING TR200.0K shares-16.06%2025-09-302025-11-14

LAUR LAUREATE EDUCATION INC39.0K shares-79.35%2025-09-302025-11-14