Engle Capital Management, L.P.
20 holdingsFiling period: 2026-06-30Current AUM: $261.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WULF | TERAWULF INC | 2.70M | $66.6M | $39.1M | 14.94% | -254,900 | 2026-06-30 |
| 2 | CDNL | CARDINAL INFRASTRUCTURE GROUP | 447.7K | $42.2M | $15.1M | 5.77% | +129.7K | 2026-06-30 |
| 3 | ROAD | CONSTRUCTION PARTNERS INC | 298.1K | $35.4M | $28.3M | 10.84% | +93.1K | 2026-06-30 |
| 4 | — | BBB FOODS INC | 775.6K | $32.3M | $32.3M | 12.37% | +60.6K | 2026-06-30 |
| 5 | LGN | LEGENCE CORP | 362.2K | $30.9M | $19.2M | 7.35% | -148,501 | 2026-06-30 |
| 6 | TLN | TALEN ENERGY CORP | 54.4K | $20.9M | $15.3M | 5.87% | -8,102 | 2026-06-30 |
| 7 | CIFR | CIPHER DIGITAL INC | 771.3K | $18.9M | $11.6M | 4.45% | -5,717 | 2026-06-30 |
| 8 | — | AERCAP HOLDINGS NV | 127.8K | $18.6M | $18.6M | 7.13% | -36,198 | 2026-06-30 |
| 9 | GOOGL | ALPHABET INC | 43.0K | $15.4M | $14.8M | 5.67% | +16.6K | 2026-06-30 |
| 10 | HUT | HUT 8 CORP | 130.3K | $15.0M | $11.4M | 4.34% | -19,461 | 2026-06-30 |
| 11 | STRL | STERLING INFRASTRUCTURE INC | 17.2K | $14.4M | $7.9M | 3.02% | -9,304 | 2026-06-30 |
| 12 | STEP | STEPSTONE GROUP INC | 300.0K | $12.4M | $14.8M | 5.67% | +62.8K | 2026-06-30 |
| 13 | FLS | FLOWSERVE CORP | 143.0K | $10.6M | $10.2M | 3.89% | -107,000 | 2026-06-30 |
| 14 | RMIX | SUNCRETE INC | 288.1K | $6.5M | $3.8M | 1.46% | -- | 2026-06-30 |
| 15 | CCJ | CAMECO CORP | 54.3K | $5.5M | $5.0M | 1.90% | +23.5K | 2026-06-30 |
| 16 | — | MAREX GROUP PLC | 79.0K | $4.8M | $4.8M | 1.84% | -121,959 | 2026-06-30 |
| 17 | FIX | COMFORT SYSTEMS USA INC | 2.4K | $4.8M | $3.8M | 1.46% | -5,983 | 2026-06-30 |
| 18 | DY | DYCOM INDUSTRIES INC | 9.2K | $4.6M | $2.6M | 0.99% | -- | 2026-06-30 |
| 19 | AADX | APPLIED AEROSPACE & DEFENSE | 146.8K | $3.3M | $1.8M | 0.69% | -- | 2026-06-30 |
| 20 | CVNA | CARVANA CO | 13.3K | $876K | $890K | 0.34% | +1.3K | 2026-06-30 |
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