Sponsored

The Analysis of Engle Capital Management, L.P.'s Holdings & P&L

Currently, Engle Capital Management, L.P. holds 22 types of securities in its portfolio with a total value $293.5M. In the most recent quarter, they have increased their positions in WULF (+2.5M shares, valued at $36.3M), FLS (+194.0K shares, valued at $14.3M), N/A (+362.6K shares, valued at $10.6M); decreased their positions in META (-10.5K shares, valued at $6.0M), COMP (-762.0K shares, valued at $5.6M), TLN (-14.5K shares, valued at $4.6M); initiated new positions in N/A (+362.6K shares, valued at $10.6M), N/A (+149.8K shares, valued at $7.0M), N/A (+1.0M shares, valued at $5.9M).

1M P&L

-10.9M-3.92%

3M P&L

-1.0M-0.39%

HY P&L

+29.6M+12.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Engineering & Construction54.3M

23.3%

2Utilities - Independent Power Producers46.6M

20.0%

3Discount Stores25.0M

10.8%

Top Industries by Stock Count

1Engineering & Construction4 stocks

18.2%

2Utilities - Regulated Electric2 stocks

9.1%

3Capital Markets2 stocks

9.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WULF TERAWULF INC3.0M shares574.31%2026-03-312026-05-15

LGN LEGENCE CORP510.7K shares-8.64%2026-03-312026-05-15

TBBB BBB FOODS INC715.0K shares-4.67%2026-03-312026-05-15

ROAD CONSTRUCTION PARTNERS INC205.0K shares10.81%2026-03-312026-05-15

AER AERCAP HOLDINGS NV164.0K shares36.67%2026-03-312026-05-15

TLN TALEN ENERGY CORP62.5K shares-18.83%2026-03-312026-05-15

FLS FLOWSERVE CORP250.0K shares346.43%2026-03-312026-05-15

CARDINAL INFRASTRUCTURE GROUP CARDINAL INFRASTRUCTURE GROUP318.0K shares142.75%2026-03-312026-05-15

Sponsored

FIX COMFORT SYSTEMS USA INC8.4K shares12.00%2026-03-312026-05-15

STEP STEPSTONE GROUP INC237.2K shares82.47%2026-03-312026-05-15

STRL STERLING INFRASTRUCTURE INC26.5K shares156.46%2026-03-312026-05-15

FORGENT POWER SOLUTIONS INC FORGENT POWER SOLUTIONS INC362.6K sharesnew addition2026-03-312026-05-15

CIFR CIPHER MINING INC777.0K shares982.17%2026-03-312026-05-15

MAREX GROUP PLC MAREX GROUP PLC201.0K shares5.29%2026-03-312026-05-15

ALPHABET INC ALPHABET INC26.4K shares19.78%2026-03-312026-05-15

HUT 8 CORP HUT 8 CORP149.8K sharesnew addition2026-03-312026-05-15

Sponsored

FERMI INC FERMI INC1.0M sharesnew addition2026-03-312026-05-15

CVNA CARVANA CO12.0K shares100.00%2026-03-312026-05-15

AMRZ AMRIZE LTD66.8K sharesnew addition2026-03-312026-05-15

META META PLATFORMS INC6.5K shares-61.70%2026-03-312026-05-15

CCJ CAMECO CORP30.8K shares-33.31%2026-03-312026-05-15

COMP COMPASS INC300.0K shares-71.75%2026-03-312026-05-15

WULF

TERAWULF INC

574.31%

Shares3.0M

Event2026-03-31

Filed2026-05-15

LGN

LEGENCE CORP

-8.64%

Shares510.7K

Event2026-03-31

Filed2026-05-15

TBBB

BBB FOODS INC

-4.67%

Shares715.0K

Event2026-03-31

Filed2026-05-15

ROAD

CONSTRUCTION PARTNERS INC

10.81%

Shares205.0K

Event2026-03-31

Filed2026-05-15

AER

AERCAP HOLDINGS NV

36.67%

Shares164.0K

Event2026-03-31

Filed2026-05-15

TLN

TALEN ENERGY CORP

-18.83%

Shares62.5K

Event2026-03-31

Filed2026-05-15

FLS

FLOWSERVE CORP

346.43%

Shares250.0K

Event2026-03-31

Filed2026-05-15

CARDINAL INFRASTRUCTURE GROUP

142.75%

Shares318.0K

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYSTEMS USA INC

12.00%

Shares8.4K

Event2026-03-31

Filed2026-05-15

STEP

STEPSTONE GROUP INC

82.47%

Shares237.2K

Event2026-03-31

Filed2026-05-15

STRL

STERLING INFRASTRUCTURE INC

156.46%

Shares26.5K

Event2026-03-31

Filed2026-05-15

FORGENT POWER SOLUTIONS INC

New

Shares362.6K

Event2026-03-31

Filed2026-05-15

CIFR

CIPHER MINING INC

982.17%

Shares777.0K

Event2026-03-31

Filed2026-05-15

MAREX GROUP PLC

5.29%

Shares201.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

19.78%

Shares26.4K

Event2026-03-31

Filed2026-05-15

HUT 8 CORP

New

Shares149.8K

Event2026-03-31

Filed2026-05-15

FERMI INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

CVNA

CARVANA CO

100.00%

Shares12.0K

Event2026-03-31

Filed2026-05-15

AMRZ

AMRIZE LTD

New

Shares66.8K

Event2026-03-31

Filed2026-05-15