Fund Update: Engine Capital Management, LP Just Disclosed New Holdings

Engine Capital Management, LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 2,247,475 shares of $LYFT (~$25,556,682). This was a increase of ~206.53% from their previous position.
• An increase of 236,549 shares of $NATL (~$6,868,045). This was a increase of ~13.61% from their previous position.
• A decrease of 131,681 shares of $JELD (~$1,145,505). This was a increase of ~-81.35% from their previous position.
• A decrease of 1,431,036 shares of $LAUR (~$25,117,553). This was a increase of ~-74.53% from their previous position.
• An increase of 290,646 shares of $OFIX (~$772,081). This was a increase of ~8.42% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Engine Capital Management, LP for more details.