Ownership history in Engine Capital Management, LP · 14 quarters on record
This page tracks every 13F SEC filing in which Engine Capital Management, LP reported a position in RUSSELL 2000 INDEX ISHARES (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 42,444 | -9,000 | -17.5% | 1.44% | $10.4M | $245.72 |
| 2025 Q3 | ADDED | 51,444 | +25,000 | +94.5% | 1.48% | $12.4M | $240.72 |
| 2025 Q2 | UNCHANGED | 26,444 | — | 0% | 1.21% | $5.7M | $214.08 |
| 2025 Q1 | UNCHANGED | 26,444 | — | 0% | 1.00% | $5.3M | $197.36 |
| 2024 Q4 | REDUCED | 26,444 | -10,000 | -27.4% | 1.07% | $5.8M | $218.11 |
| 2024 Q3 | ADDED | 36,444 | +13,494 | +58.8% | 1.40% | $8.1M | $217.40 |
| 2024 Q2 | UNCHANGED | 22,950 | — | 0% | 0.87% | $4.7M | $199.01 |
| 2024 Q1 | REDUCED | 22,950 | -10,000 | -30.3% | 0.97% | $4.8M | $205.70 |
| 2023 Q4 | REDUCED | 32,950 | -56,000 | -63.0% | 1.09% | $6.6M | $195.82 |
| 2023 Q3 | UNCHANGED | 88,950 | — | 0% | 3.50% | $15.7M | $171.81 |
As of 2025 Q4 — sorted by position size