Engine Capital Management, LP
NEW YORK NY · SEC CIK 0001665590
$8.28亿2026Q1 申报市值
26持仓数
79.6%前十大占比 · 第一大 18.7%
3 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVTR 加仓+$6,156.77万
DNOW 新建仓+$6,152.54万
BCO 加仓+$5,267.96万
KBR 加仓+$5,185.27万
CMP 加仓+$2,465.15万
2026Q1 卖出最多 按季末市值估算
UNF 减仓-$9,707.12万
SUNC 减仓-$2,216.49万
CZR 清仓-$1,953.61万
CVEO 减仓-$1,226.79万
ACHC 清仓-$466.61万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -835,231 | -100.0% | -$1,953.61万 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -328,833 | -100.0% | -$466.61万 | 清仓 |
| — | TREEHOUSE FOODS INC | $0 | 0.00% | 0 | -152,832 | -100.0% | -$360.53万 | 清仓 |
| — | CITY OFFICE REIT INC | $0 | 0.00% | 0 | -231,020 | -100.0% | -$161.48万 | 清仓 |
| LAUR | LAUREATE EDUCATION INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$67.34万 | 清仓 |
| RMNI | RIMINI STR INC DEL | $5.71万 | 0.01% | 17,416 | 0 | 0.0% | — | 不变 |
| EYE | NATIONAL VISION HLDGS INC | $24.70万 | 0.03% | 9,538 | 0 | 0.0% | — | 不变 |
| INN | SUMMIT HOTEL PPTYS | $88.40万 | 0.11% | 200,000 | 0 | 0.0% | — | 不变 |
| CLDT | CHATHAM LODGING TR | $157.40万 | 0.19% | 200,000 | 0 | 0.0% | — | 不变 |
| BVS | BIOVENTUS INC | $287.61万 | 0.35% | 315,018 | 315,018 | — | $287.61万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $370.10万 | 0.45% | 100,000 | -50,000 | -33.3% | -$185.05万 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $485.80万 | 0.59% | 1,051,525 | 1,051,525 | — | $485.80万 | 新建仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $613.01万 | 0.74% | 656,329 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $1,052.61万 | 1.27% | 42,444 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $1,167.74万 | 1.41% | 170,622 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD | $1,341.32万 | 1.62% | 1,338,644 | 588,220 | 78.4% | $589.40万 | 加仓 |
| SONO | SONOS INC | $1,683.12万 | 2.03% | 1,256,060 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP MASS | $1,862.77万 | 2.25% | 74,040 | -385,831 | -83.9% | -$9,707.12万 | 减仓 |
| MAGN | MAGNERA CORP | $2,133.88万 | 2.58% | 2,243,827 | 0 | 0.0% | — | 不变 |
| CVEO | CIVEO CORP CDA | $2,313.86万 | 2.79% | 874,476 | -463,638 | -34.6% | -$1,226.79万 | 减仓 |
| FOXF | FOX FACTORY HLDG CORP | $3,335.17万 | 4.03% | 2,026,230 | 1,253,808 | 162.3% | $2,063.77万 | 加仓 |
| CMP | COMPASS MINERALS INTL INC | $3,360.22万 | 4.06% | 1,439,065 | 1,055,740 | 275.4% | $2,465.15万 | 加仓 |
| PRKS | UNITED PARKS & RESORTS INC | $3,378.40万 | 4.08% | 1,034,414 | 178,017 | 20.8% | $581.40万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $3,602.98万 | 4.35% | 199,247 | 0 | 0.0% | — | 不变 |
| OFIX | ORTHOFIX MED INC | $5,036.22万 | 6.08% | 4,390,779 | 137,858 | 3.2% | $158.12万 | 加仓 |
| KBR | KBR INC | $5,644.42万 | 6.81% | 1,531,313 | 1,406,746 | 1,129.3% | $5,185.27万 | 加仓 |
| BCO | BRINKS CO | $5,693.61万 | 6.87% | 549,417 | 508,343 | 1,237.6% | $5,267.96万 | 加仓 |
| DNOW | DNOW INC | $6,152.54万 | 7.43% | 5,165,862 | 5,165,862 | — | $6,152.54万 | 新建仓 |
| SUNC | SUNOCOCORP LLC | $6,287.40万 | 7.59% | 1,019,854 | -359,528 | -26.1% | -$2,216.49万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $1.13亿 | 13.58% | 2,581,525 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $1.55亿 | 18.72% | 19,780,830 | 7,853,018 | 65.8% | $6,156.77万 | 加仓 |