Engle Capital Management, L.P.
20 holdingsFiling period: 2026-06-30Current AUM: $221.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WULF | Terawulf Inc | 2.70M | $66.6M | $32.3M | 14.57% | -254,900 | 2026-06-30 |
| 2 | CDNL | Cardinal Infrastructure Group | 447.7K | $42.2M | $6.5M | 2.94% | +129.7K | 2026-06-30 |
| 3 | ROAD | Construction Partners Inc | 298.1K | $35.4M | $24.6M | 11.10% | +93.1K | 2026-06-30 |
| 4 | — | Bbb Foods Inc | 775.6K | $32.3M | $32.3M | 14.58% | +60.6K | 2026-06-30 |
| 5 | LGN | Legence Corp | 362.2K | $30.9M | $13.4M | 6.05% | -148,501 | 2026-06-30 |
| 6 | TLN | Talen Energy Corp | 54.4K | $20.9M | $18.4M | 8.29% | -8,102 | 2026-06-30 |
| 7 | CIFR | Cipher Digital Inc | 771.3K | $18.9M | $5.9M | 2.68% | -5,717 | 2026-06-30 |
| 8 | — | Aercap Holdings NV | 127.8K | $18.6M | $18.6M | 8.41% | -36,198 | 2026-06-30 |
| 9 | GOOGL | Alphabet Inc | 43.0K | $15.4M | $13.6M | 6.14% | +16.6K | 2026-06-30 |
| 10 | HUT | Hut 8 Corp | 130.3K | $15.0M | $8.2M | 3.70% | -19,461 | 2026-06-30 |
| 11 | STRL | Sterling Infrastructure Inc | 17.2K | $14.4M | $6.2M | 2.80% | -9,304 | 2026-06-30 |
| 12 | STEP | Stepstone Group Inc | 300.0K | $12.4M | $12.6M | 5.67% | +62.8K | 2026-06-30 |
| 13 | FLS | Flowserve Corp | 143.0K | $10.6M | $9.9M | 4.49% | -107,000 | 2026-06-30 |
| 14 | RMIX | Suncrete Inc | 288.1K | $6.5M | $2.6M | 1.15% | -- | 2026-06-30 |
| 15 | CCJ | Cameco Corp | 54.3K | $5.5M | $4.3M | 1.94% | +23.5K | 2026-06-30 |
| 16 | — | Marex Group PLC | 79.0K | $4.8M | $4.8M | 2.17% | -121,959 | 2026-06-30 |
| 17 | FIX | Comfort Systems USA Inc | 2.4K | $4.8M | $3.0M | 1.36% | -5,983 | 2026-06-30 |
| 18 | DY | Dycom Industries Inc | 9.2K | $4.6M | $2.1M | 0.94% | -- | 2026-06-30 |
| 19 | AADX | Applied Aerospace & Defense | 146.8K | $3.3M | $1.5M | 0.68% | -- | 2026-06-30 |
| 20 | CVNA | Carvana Co | 13.3K | $876K | $753K | 0.34% | +1.3K | 2026-06-30 |
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