Engine Capital Management, LP: NATIONAL VISION HLDGS INC (EYE): Quarterly 13F Position History
As of Q2 2026, Engine Capital Management, LP reported 3,520,944 shares of NATIONAL VISION HLDGS INC (EYE), worth $66.9M and representing 6.5% of its 13F equity book. Quarter-over-quarter share count change: + 3,511,406 (+36814.9%) . The position first appeared in Q3 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 3,520,944Shares Held (Latest Filing)
- $66.9MReported Market Value (Latest Filing)
- 6.5%Portfolio Weight (% of 13F Equity Book)
- +3,511,406Quarter-over-Quarter Share Change
- +$66.7MQuarter-over-Quarter Value Change
- 3,875,701Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,520,944 | +3,511,406 | +36814.9% | $66.9M | 6.5% | $19.0 |
| Q1 2026 | 9,538 | 0 | – | $247.0K | 0.0% | $25.9 |
| Q4 2025 | 9,538 | 0 | – | $246.3K | 0.0% | $25.8 |
| Q3 2025 | 9,538 | 400 | -4.0% | $278.4K | 0.0% | $29.2 |
| Q2 2025 | 9,938 | 3,865,763 | -99.7% | $228.7K | 0.0% | $23.0 |
| Q1 2025 | 3,875,701 | +1,347,648 | +53.3% | $49.5M | 9.4% | $12.8 |
| Q4 2024 | 2,528,053 | +1,417,002 | +127.5% | $26.3M | 4.8% | $10.4 |
| Q3 2024 | 1,111,051 | – | – | $12.1M | 2.1% | $10.9 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Engine Capital Management, LP first disclose a EYE position in 13F-HR filings?
Engine Capital Management, LP first reported NATIONAL VISION HLDGS INC (EYE) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Engine Capital Management, LP's most recent quarter-over-quarter share-count change in EYE?
Between Q1 2026 and Q2 2026, Engine Capital Management, LP added 3,511,406 shares of EYE (+36814.9%), bringing the total reported position to 3,520,944 shares at a market value of $66.9M.
Does the implied price-per-share represent Engine Capital Management, LP's cost basis in EYE?
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.