Engine Capital
Arnaud Ajdler
hedge fundactivist
Portfolio Value
$828.4M
Positions
26
Quarter
2026-03-31
New Positions
0
Exits
0
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
| $155.1M | 19.8M | 18.7% | |
NCR ATLEOS | $112.5M | 2.6M | 13.6% |
SUNOCOCORP | $62.9M | 1.0M | 7.6% |
| $61.5M | 5.2M | 7.4% | |
| $56.9M | 549.4K | 6.9% | |
| $56.4M | 1.5M | 6.8% | |
| $50.4M | 4.4M | 6.1% | |
| $36.0M | 199.2K | 4.3% | |
| $33.8M | 1.0M | 4.1% | |
| $33.6M | 1.4M | 4.1% | |
| $33.4M | 2.0M | 4.0% | |
CIVEO CORP | $23.1M | 874.5K | 2.8% |
MAGNERA CO | $21.3M | 2.2M | 2.6% |
| $18.6M | 74.0K | 2.2% | |
| $16.8M | 1.3M | 2.0% | |
FIVERR INT | $13.4M | 1.3M | 1.6% |
| $11.7M | 170.6K | 1.4% | |
| $10.5M | 42.4K | 1.3% | |
| $6.1M | 656.3K | 0.7% | |
| $4.9M | 1.1M | 0.6% | |
| $3.7M | 100.0K | 0.4% | |
| $2.9M | 315.0K | 0.3% | |
| $1.6M | 200.0K | 0.2% | |
| $884K | 200.0K | 0.1% | |
| $247K | 9.5K | 0.0% | |
| $57K | 17.4K | 0.0% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $828.4M | 26 | View on EDGAR |
| 2025-12-31 | 2026-02-17 | $724.2M | 28 | View on EDGAR |
| 2025-09-30 | 2025-11-14 | $842.2M | 27 | View on EDGAR |
| 2025-06-30 | 2025-08-14 | $473.4M | 28 | View on EDGAR |
| 2025-03-31 | 2025-05-15 | $527.6M | 33 | View on EDGAR |
| 2024-12-31 | 2025-02-14 | $546.8M | 36 | View on EDGAR |
| 2024-09-30 | 2024-11-14 | $577.0M | 38 | View on EDGAR |
| 2024-06-30 | 2024-08-14 | $533.7M | 36 | View on EDGAR |