StockDriftsStockDriftsTop 26 Engine Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVTR | AVANTOR INC | 18.72% | 19.78M | $155.1M | +65.84%(+7.85M) | $11.96(-36.31%) | 2026-03-31 | |
| NATL | NCR ATLEOS CORPORATION | 13.58% | 2.58M | $112.5M | +0.00%(+0) | $26.37(+68.94%) | 2026-03-31 | |
| SUNC | SUNOCOCORP LLC | 7.59% | 1.02M | $62.9M | -26.06%(-359.53K) | $49.28(+44.89%) | 2026-03-31 | |
| DNOW | DNOW INC | 7.43% | 5.17M | $61.5M | new | $12.58(+4.45%) | 2026-03-31 | |
| BCO | BRINKS CO | 6.87% | 549.4K | $56.9M | +1237.63%(+508.34K) | $107.45(-3.43%) | 2026-03-31 | |
| KBR | KBR INC | 6.81% | 1.53M | $56.4M | +1129.31%(+1.41M) | $39.60(-24.08%) | 2026-03-31 | |
| OFIX | ORTHOFIX MED INC | 6.08% | 4.39M | $50.4M | +3.24%(+137.86K) | $13.59(-11.62%) | 2026-03-31 | |
| NXST | NEXSTAR MEDIA GROUP INC | 4.35% | 199.2K | $36.0M | +0.00%(+0) | $151.81(+28.70%) | 2026-03-31 | |
| PRKS | UNITED PARKS & RESORTS INC | 4.08% | 1.03M | $33.8M | +20.79%(+178.02K) | $46.46(-22.24%) | 2026-03-31 | |
| CMP | COMPASS MINERALS INTL INC | 4.06% | 1.44M | $33.6M | +275.42%(+1.06M) | $20.94(+40.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.11% | +52.52% |
| Top 20 Holdings Unweighted | +11.02% | +36.84% |
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