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Engine Capital Management, LP · 13F 持仓分析
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Engine Capital Management, LP

No.2735 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.28亿
环比变动 Q1 2026
+$1.99亿+24.0%
持仓股票数
29
新买入
9
加仓
8
减仓
3
清仓
6
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
AAVANTORAVTR
19.13%18.72%$1.97亿1,986.1万股$1.55亿1,978.1万股+8.0万股+0.40%加仓
NCR ATLEOSNATL
10.91%13.58%$1.12亿258.2万股$1.13亿258.2万股00.00%持仓不变
BBRINKSBCO
6.96%6.87%$7,147.6万75.6万股$5,693.6万54.9万股+20.7万股+37.68%加仓
DDNOWDNOW
6.52%7.43%$6,704.8万516.9万股$6,152.5万516.6万股+3,600股+0.07%加仓
NATIONAL VISIONEYE
6.51%0.03%$6,693.3万352.1万股$24.7万9,538股+351.1万股+36,814.91%加仓
KKBRKBR
6.24%6.81%$6,407.5万185.6万股$5,644.4万153.1万股+32.4万股+21.18%加仓
SSPS COMMSPSC
5.1%$5,238.9万91.6万股$00股+91.6万股新买入
UNITED PARKS & RESORTSPRKS
4.57%4.08%$4,695.7万98.4万股$3,378.4万103.4万股-5.1万股-4.91%减仓
ORTHOFIX MED INC COMOFIX
4.07%6.08%$4,182.2万457.6万股$5,036.2万439.1万股+18.5万股+4.21%加仓
NEXSTAR MEDIANXST
3.46%4.35%$3,558.4万19.9万股$3,603.0万19.9万股00.00%持仓不变
FFOX FACTORYFOXF
3.44%4.03%$3,537.0万208.7万股$3,335.2万202.6万股+6.1万股+3.02%加仓
HHONEYWELL AEROSPACE INCHONA
2.58%$2,653.0万12.0万股$00股+12.0万股新买入
MAGNERA CORP COM SHSMAGN
2.57%2.58%$2,636.5万224.4万股$2,133.9万224.4万股00.00%持仓不变
CIVEO CDACVEO
2.34%2.79%$2,402.1万68.6万股$2,313.9万87.4万股-18.8万股-21.52%减仓
FULLER H BFUL
2.3%$2,362.8万40.5万股$00股+40.5万股新买入
CCOMPASS MINERALS INTL INCMP
1.92%4.06%$1,970.6万63.3万股$3,360.2万143.9万股-80.6万股-56.01%减仓
PPRIMORIS SVCSPRIM
1.89%$1,941.1万19.6万股$00股+19.6万股新买入
SSONOSSONO
1.65%2.03%$1,699.4万125.6万股$1,683.1万125.6万股00.00%持仓不变
PHINIA COMMON STOCKPHIN
1.37%1.41%$1,405.4万17.1万股$1,167.7万17.1万股00.00%持仓不变
FFIVERR INTL LTD ORD SHSFVRR
1.34%1.62%$1,381.5万133.9万股$1,341.3万133.9万股00.00%持仓不变
IiShares安硕·RUSSELLIWM
1.24%1.27%$1,275.2万4.2万股$1,052.6万4.2万股00.00%持仓不变
BBIOVENTUS INC COM CL ABVS
0.83%0.35%$850.1万90.1万股$287.6万31.5万股+58.6万股+185.88%加仓
AMERICAN OUTDOOR BRANDS INC COMAOUT
0.75%0.74%$770.5万65.6万股$613.0万65.6万股00.00%持仓不变
CCBIZCBZ
0.63%$648.0万20.2万股$00股+20.2万股新买入
WWEAVE COMMUNICATIONS INC COMWEAV
0.61%0.59%$629.9万105.2万股$485.8万105.2万股00.00%持仓不变
CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC
0.48%$489.9万94.9万股$00股+94.9万股新买入
优步UBER
0.42%$433.0万6.0万股$00股+6.0万股新买入
NNIQ GLOBAL INTELLIGENCENIQ
0.14%$148.8万15.9万股$00股+15.9万股新买入
TTRIPADVISORTRIP
0.03%$27.4万2.0万股$00股+2.0万股新买入

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