Arnaud Ajdler's portfolio
In the Q2 2026 13F, filed August 14, 2026, Engine Capital reported 29 US stock positions worth $1.0B. The largest was Avantor (AVTR) at 19.1% of the portfolio. New positions: SPS Commerce (SPSC), Honeywell Aerospace (HONA) and Primoris Services (PRIM). Added to: Avantor (AVTR) and Brinks (BCO). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
Added to
- AvantorAVTR$197M
- BrinksBCO$71M
- DNOWDNOW$67M
- National VisionEYE$67M
- KBRKBR$64M
- Orthofix MedicalOFIX$42M
- Fox Factory HoldingFOXF$35M
- BioventusBVS$9M
Trimmed
Sold out
None this quarter.
Holdings
29 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| AvantorAVTR | 19.13% | $197M | 19,860,830 | Added |
| NCR AtleosNATL | 10.90% | $112M | 2,581,525 | Held |
| BrinksBCO | 6.96% | $71M | 756,435 | Added |
| DNOWDNOW | 6.53% | $67M | 5,169,462 | Added |
| National VisionEYE | 6.51% | $67M | 3,520,944 | Added |
| KBRKBR | 6.24% | $64M | 1,855,642 | Added |
| SPS CommerceSPSC | 5.10% | $52M | 916,380 | New |
| United Parks & ResortsPRKS | 4.57% | $47M | 983,600 | Trimmed |
| Orthofix MedicalOFIX | 4.07% | $42M | 4,575,675 | Added |
| Nexstar MediaNXST | 3.46% | $36M | 199,247 | Held |
| Fox Factory HoldingFOXF | 3.44% | $35M | 2,087,363 | Added |
| Honeywell AerospaceHONA | 2.58% | $27M | 120,000 | New |
| MagneraMAGN | 2.57% | $26M | 2,243,827 | Held |
| CiveoCVEO | 2.34% | $24M | 686,315 | Trimmed |
| Fuller H B | 2.30% | $24M | 405,349 | Held |
| Compass Minerals InternationalCMP | 1.92% | $20M | 633,021 | Trimmed |
| Primoris ServicesPRIM | 1.89% | $19M | 195,838 | New |
| SonosSONO | 1.65% | $17M | 1,256,060 | Held |
| PHINIAPHIN | 1.37% | $14M | 170,622 | Held |
| Fiverr InternationalFVRR | 1.34% | $14M | 1,338,644 | Held |
| Ishares Tr | 1.24% | $13M | 42,444 | Held |
| BioventusBVS | 0.83% | $9M | 900,558 | Added |
| American Outdoor BrandsAOUT | 0.75% | $8M | 656,329 | Held |
| CBIZCBZ | 0.63% | $6M | 201,998 | New |
| Weave CommunicationsWEAV | 0.61% | $6M | 1,051,525 | Held |
| CCC Intelligent SolutionsCCC | 0.48% | $5M | 949,332 | New |
| Uber TechnologiesUBER | 0.42% | $4M | 60,000 | New |
| NIQ Global IntelligenceNIQ | 0.14% | $1M | 159,134 | New |
| TripAdvisorTRIP | 0.03% | $274,200 | 20,000 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Arnaud Ajdler own?
In the Q2 2026 13F, Engine Capital reported 29 US stock positions worth $1.0B. The largest: Avantor (AVTR) 19.1%, NCR Atleos (NATL) 10.9%, Brinks (BCO) 7.0%, DNOW (DNOW) 6.5%, National Vision (EYE) 6.5%.
What did Arnaud Ajdler buy last quarter?
In Q2 2026: new position in SPS Commerce (SPSC); new position in Honeywell Aerospace (HONA); new position in Primoris Services (PRIM); added to Avantor (AVTR); added to Brinks (BCO); added to DNOW (DNOW).
What did Arnaud Ajdler sell last quarter?
In Q2 2026: cut United Parks & Resorts (PRKS); cut Civeo (CVEO); cut Compass Minerals International (CMP).
When is Arnaud Ajdler's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.