Engle Capital Management, L.P.
22 holdingsFiling period: 2026-03-31Current AUM: $340.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WULF | TERAWULF INC | 2.95M | $42.6M | $52.1M | 15.28% | +2.51M | 2026-03-31 |
| 2 | LGN | LEGENCE CORP | 510.7K | $28.8M | $32.6M | 9.58% | -48,300 | 2026-03-31 |
| 3 | — | BBB FOODS INC | 715.0K | $25.3M | $25.3M | 7.42% | -35,000 | 2026-03-31 |
| 4 | ROAD | CONSTRUCTION PARTNERS INC | 205.0K | $22.8M | $21.2M | 6.22% | +20.0K | 2026-03-31 |
| 5 | — | AERCAP HOLDINGS NV | 164.0K | $22.5M | $22.5M | 6.60% | +44.0K | 2026-03-31 |
| 6 | TLN | TALEN ENERGY CORP | 62.5K | $20.0M | $20.9M | 6.13% | -14,498 | 2026-03-31 |
| 7 | FLS | FLOWSERVE CORP | 250.0K | $18.4M | $19.0M | 5.57% | +194.0K | 2026-03-31 |
| 8 | CDNL | CARDINAL INFRASTRUCTURE GROUP | 318.0K | $12.6M | $19.7M | 5.77% | +187.0K | 2026-03-31 |
| 9 | FIX | COMFORT SYSTEMS USA INC | 8.4K | $11.6M | $14.5M | 4.26% | +900 | 2026-03-31 |
| 10 | STEP | STEPSTONE GROUP INC | 237.2K | $11.3M | $10.4M | 3.05% | +107.2K | 2026-03-31 |
| 11 | STRL | STERLING INFRASTRUCTURE INC | 26.5K | $10.8M | $15.8M | 4.64% | +16.2K | 2026-03-31 |
| 12 | FPS | FORGENT POWER SOLUTIONS INC | 362.6K | $10.6M | $12.1M | 3.54% | -- | 2026-03-31 |
| 13 | CIFR | CIPHER MINING INC | 777.0K | $10.0M | $17.3M | 5.09% | +705.2K | 2026-03-31 |
| 14 | — | MAREX GROUP PLC | 201.0K | $9.0M | $9.0M | 2.63% | +10.1K | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 26.4K | $7.6M | $9.4M | 2.75% | +4.4K | 2026-03-31 |
| 16 | HUT | HUT 8 CORP | 149.8K | $7.0M | $16.1M | 4.73% | -- | 2026-03-31 |
| 17 | FRMI | FERMI INC | 1.01M | $5.9M | $5.8M | 1.69% | -- | 2026-03-31 |
| 18 | CVNA | CARVANA CO | 12.0K | $3.8M | $3.7M | 1.10% | +6.0K | 2026-03-31 |
| 19 | — | AMRIZE LTD | 66.8K | $3.7M | $3.7M | 1.10% | -- | 2026-03-31 |
| 20 | META | META PLATFORMS INC | 6.5K | $3.7M | $3.6M | 1.06% | -10,471 | 2026-03-31 |
| 21 | CCJ | CAMECO CORP | 30.8K | $3.4M | $2.7M | 0.78% | -15,397 | 2026-03-31 |
| 22 | COMP | COMPASS INC | 300.0K | $2.2M | $3.4M | 1.00% | -762,000 | 2026-03-31 |
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