Engine Capital Management, LP
NEW YORK NY · SEC CIK 0001665590
$10.28亿2026Q2 申报市值
29持仓数
73.5%前十大占比 · 第一大 19.1%
9 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EYE 加仓+$6,675.18万
SPSC 新建仓+$5,238.94万
HONA 新建仓+$2,652.96万
FUL 新建仓+$2,362.78万
BCO 加仓+$1,956.11万
2026Q2 卖出最多 按季末市值估算
SUNC 清仓-$6,287.40万
CMP 减仓-$2,509.22万
UNF 清仓-$1,862.77万
CVEO 减仓-$658.56万
MGM 清仓-$370.10万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AVTR | AVANTOR INC | $1.97亿 | 19.13% | 19,860,830 | 80,000 | 0.4% | $79.20万 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $1.12亿 | 10.91% | 2,581,525 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO | $7,147.55万 | 6.96% | 756,435 | 207,018 | 37.7% | $1,956.11万 | 加仓 |
| DNOW | DNOW INC | $6,704.79万 | 6.52% | 5,169,462 | 3,600 | 0.1% | $4.67万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $6,693.31万 | 6.51% | 3,520,944 | 3,511,406 | 36,814.9% | $6,675.18万 | 加仓 |
| KBR | KBR INC | $6,407.53万 | 6.24% | 1,855,642 | 324,329 | 21.2% | $1,119.91万 | 加仓 |
| SPSC | SPS COMM INC | $5,238.94万 | 5.10% | 916,380 | 916,380 | — | $5,238.94万 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC | $4,695.71万 | 4.57% | 983,600 | -50,814 | -4.9% | -$242.59万 | 减仓 |
| OFIX | ORTHOFIX MED INC | $4,182.17万 | 4.07% | 4,575,675 | 184,896 | 4.2% | $168.99万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $3,558.35万 | 3.46% | 199,247 | 0 | 0.0% | — | 不变 |
| FOXF | FOX FACTORY HLDG CORP | $3,537.04万 | 3.44% | 2,087,363 | 61,133 | 3.0% | $103.59万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $2,652.96万 | 2.58% | 120,000 | 120,000 | — | $2,652.96万 | 新建仓 |
| MAGN | MAGNERA CORP | $2,636.50万 | 2.57% | 2,243,827 | 0 | 0.0% | — | 不变 |
| CVEO | CIVEO CORP CDA | $2,402.10万 | 2.34% | 686,315 | -188,161 | -21.5% | -$658.56万 | 减仓 |
| FUL | FULLER H B CO | $2,362.78万 | 2.30% | 405,349 | 405,349 | — | $2,362.78万 | 新建仓 |
| CMP | COMPASS MINERALS INTL INC | $1,970.59万 | 1.92% | 633,021 | -806,044 | -56.0% | -$2,509.22万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $1,941.15万 | 1.89% | 195,838 | 195,838 | — | $1,941.15万 | 新建仓 |
| SONO | SONOS INC | $1,699.45万 | 1.65% | 1,256,060 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $1,405.41万 | 1.37% | 170,622 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD | $1,381.48万 | 1.34% | 1,338,644 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $1,275.23万 | 1.24% | 42,444 | 0 | 0.0% | — | 不变 |
| BVS | BIOVENTUS INC | $850.13万 | 0.83% | 900,558 | 585,540 | 185.9% | $552.75万 | 加仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $770.53万 | 0.75% | 656,329 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $648.01万 | 0.63% | 201,998 | 201,998 | — | $648.01万 | 新建仓 |
| — | WEAVE COMMUNICATIONS INC | $629.86万 | 0.61% | 1,051,525 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $489.86万 | 0.48% | 949,332 | 949,332 | — | $489.86万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $432.96万 | 0.42% | 60,000 | 60,000 | — | $432.96万 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $148.79万 | 0.14% | 159,134 | 159,134 | — | $148.79万 | 新建仓 |
| TRIP | TRIPADVISOR INC | $27.42万 | 0.03% | 20,000 | 20,000 | — | $27.42万 | 新建仓 |
| SUNC | SUNOCOCORP LLC | $0 | 0.00% | 0 | -1,019,854 | -100.0% | -$6,287.40万 | 清仓 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -74,040 | -100.0% | -$1,862.77万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -100,000 | -100.0% | -$370.10万 | 清仓 |
| CLDT | CHATHAM LODGING TR | $0 | 0.00% | 0 | -200,000 | -100.0% | -$157.40万 | 清仓 |
| INN | SUMMIT HOTEL PPTYS | $0 | 0.00% | 0 | -200,000 | -100.0% | -$88.40万 | 清仓 |
| RMNI | RIMINI STR INC DEL | $0 | 0.00% | 0 | -17,416 | -100.0% | -$5.71万 | 清仓 |