Engine Capital Management, LP: BRINKS CO (BCO): Quarterly 13F Position History
As of Q1 2026, Engine Capital Management, LP reported 549,417 shares of BRINKS CO (BCO), worth $56.9M and representing 6.9% of its 13F equity book. Quarter-over-quarter share count change: + 508,343 (+1237.6%) . The position first appeared in Q3 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 549,417Shares Held (Latest Filing)
- $56.9MReported Market Value (Latest Filing)
- 6.9%Portfolio Weight (% of 13F Equity Book)
- +508,343Quarter-over-Quarter Share Change
- +$52.1MQuarter-over-Quarter Value Change
- 549,417Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 549,417 | +508,343 | +1237.6% | $56.9M | 6.9% | $103.6 |
| Q4 2025 | 41,074 | 0 | — | $4.8M | 0.7% | $116.7 |
| Q3 2025 | 41,074 | 0 | — | $4.8M | 0.6% | $116.9 |
| Q2 2025 | 41,074 | 0 | — | $3.7M | 0.8% | $89.3 |
| Q1 2025 | 41,074 | 0 | — | $3.5M | 0.7% | $86.2 |
| Q4 2024 | 41,074 | 0 | — | $3.8M | 0.7% | $92.8 |
| Q3 2024 | 41,074 | 0 | — | $4.7M | 0.8% | $115.6 |
| Q2 2024 | 41,074 | 0 | — | $4.2M | 0.8% | $102.4 |
| Q1 2024 | 41,074 | 0 | — | $3.8M | 0.8% | $92.4 |
| Q4 2023 | 41,074 | +14,196 | +52.8% | $3.6M | 0.6% | $88.0 |
| Q3 2023 | 26,878 | — | — | $2.0M | 0.4% | $72.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Engine Capital Management, LP first disclose a BCO position in 13F-HR filings?
Engine Capital Management, LP first reported BRINKS CO (BCO) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was Engine Capital Management, LP's most recent quarter-over-quarter share-count change in BCO?
Between Q4 2025 and Q1 2026, Engine Capital Management, LP added 508,343 shares of BCO (+1237.6%), bringing the total reported position to 549,417 shares at a market value of $56.9M.
Does the implied price-per-share represent Engine Capital Management, LP's cost basis in BCO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.