Engle Capital Management, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$293.5M
Q ending 2026-03-31
Prior quarter
$259.1M
Q ending 2025-12-31
Change
+13.3% QoQ · +6.1% YoY
Positions
22
reported holdings
Largest positions
All 22 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Terawulf Inc | WULF | Shares | $42.6M | 3.0M |
| Legence Corp | LGN | Shares | $28.8M | 511K |
| Bbb Foods Inc | Shares | $25.3M | 715K | |
| Construction Partners Inc | ROAD | Shares | $22.8M | 205K |
| Aercap Holdings Nv | Shares | $22.5M | 164K | |
| Talen Energy Corp | TLN | Shares | $20.0M | 63K |
| Flowserve Corp | FLS | Shares | $18.4M | 250K |
| Cardinal Infrastructure Group | CDNL | Shares | $12.6M | 318K |
| Comfort Systems Usa Inc | FIX | Shares | $11.6M | 8K |
| Stepstone Group Inc | STEP | Shares | $11.3M | 237K |
| Sterling Infrastructure Inc | STRL | Shares | $10.8M | 27K |
| Forgent Power Solutions Inc | FPS | Shares | $10.6M | 363K |
| Cipher Mining Inc | CIFR | Shares | $10.0M | 777K |
| Marex Group Plc | Shares | $9.0M | 201K | |
| Alphabet Inc | GOOGL | Shares | $7.6M | 26K |
| Hut 8 Corp | HUT | Shares | $7.0M | 150K |
| Fermi Inc | FRMI | Shares | $5.9M | 1.0M |
| Carvana Co | CVNA | Shares | $3.8M | 12K |
| Amrize Ltd | Shares | $3.7M | 67K | |
| Meta Platforms Inc | META | Shares | $3.7M | 7K |
| Cameco Corp | CCJ | Shares | $3.4M | 31K |
| Compass Inc | COMP | Shares | $2.2M | 300K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.