Engine Capital

Arnaud Ajdler

Arnaud Ajdler founded Engine Capital, an activist fund that targets undervalued small and mid-sized companies. Engine frequently pushes for strategic reviews, sales or board changes.

SEC filings, CIK 0001580320 SEC filings, CIK 0001665590

Public rank, Sep 1: #5
13F portfolio value: $1.03B
13F positions: 29
Recent 13D / Form 4: 1

Rank history

Rank in each edition. Locked editions hide their top 5 until they unlock.

Disclosed moves in public editions

The most recent moves from editions free readers can see, newest first.

Arnaud Ajdler: disclosed moves in public editions
Date Invested	Company	Symbol	Shares	Value	Filing
Aug 21, 2026	Civeo CorpSellReduced stake	CVEO	204,836	$7,072,987est.	13D/AFiled Aug 25, 2026

Civeo Corp
CVEO
SellReduced stake
Shares
204,836
Value
$7,072,987est.
Date invested
Aug 21, 2026
13D/AFiled Aug 25, 2026

Top 13F holdings

13F for Q2 2026, filed Aug 14, 2026 (holdings as of Jun 30, 2026). Total reported value $1,027,592,293 across 29 positions.

The latest 13F filed by Sep 30, 2026; newer 13Fs appear as each edition unlocks.

View the 13F on EDGAR ↗

Avantor Inc
AVTR
$196,622,21719.1% of portfolio19,860,830 shadded
NCR Atleos Corporation
NATL
$112,064,00010.9% of portfolio2,581,525 shunchanged
Brinks Co
BCO
$71,475,5437.0% of portfolio756,435 shadded
Dnow Inc
DNOW
$67,047,9226.5% of portfolio5,169,462 shadded
National Vision Hldgs Inc
EYE
$66,933,1456.5% of portfolio3,520,944 shadded
KBR Inc
KBR
$64,075,3186.2% of portfolio1,855,642 shadded
SPS Comm Inc
SPSC
$52,389,4455.1% of portfolio916,380 shnew
United Parks & Resorts Inc
PRKS
$46,957,0644.6% of portfolio983,600 shtrimmed
Orthofix Med Inc
OFIX
$41,821,6704.1% of portfolio4,575,675 shadded
Nexstar Media Group Inc
NXST
$35,583,5223.5% of portfolio199,247 shunchanged

Arnaud Ajdler: top 13F holdings
Company	Symbol	Shares	Value	% of portfolio	vs. prior 13F
Avantor Inc	AVTR	19,860,830	$196,622,217	19.1%	added
NCR Atleos Corporation	NATL	2,581,525	$112,064,000	10.9%	unchanged
Brinks Co	BCO	756,435	$71,475,543	7.0%	added
Dnow Inc	DNOW	5,169,462	$67,047,922	6.5%	added
National Vision Hldgs Inc	EYE	3,520,944	$66,933,145	6.5%	added
KBR Inc	KBR	1,855,642	$64,075,318	6.2%	added
SPS Comm Inc	SPSC	916,380	$52,389,445	5.1%	new
United Parks & Resorts Inc	PRKS	983,600	$46,957,064	4.6%	trimmed
Orthofix Med Inc	OFIX	4,575,675	$41,821,670	4.1%	added
Nexstar Media Group Inc	NXST	199,247	$35,583,522	3.5%	unchanged

Recent filings

Schedule 13D, 13D/A and Form 4 filings, newest first. Filings through Sep 30, 2026; newer filings appear as each edition unlocks.

Aug 25, 202613D/ACiveo Corp(CVEO)13D/A4.7% of classEDGAR ↗

All investors

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