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


Currently, Engle Capital Management, L.P. holds 23 types of securities in its portfolio with a total value $283.5M. In the most recent quarter, they have increased their positions in VST (+65.0K shares, valued at $12.7M), BILL (+230.5K shares, valued at $12.2M), WIX (+67.6K shares, valued at $12.0M); decreased their positions in AER (-102.7K shares, valued at $12.4M), KKR (-50.5K shares, valued at $6.6M), NU (-324.2K shares, valued at $5.2M); initiated new positions in BILL (+230.5K shares, valued at $12.2M), WIX (+67.6K shares, valued at $12.0M), BABA (+48.5K shares, valued at $8.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TLN TALEN ENERGY CORP84.3K shares6.76%2025-09-302025-11-14history
TBBB BBB FOODS INC736.8K shares1.34%2025-09-302025-11-14history
QXO QXO INC896.0K shares5.41%2025-09-302025-11-14history
VST VISTRA CORP85.2K shares321.69%2025-09-302025-11-14history
CVNA CARVANA CO43.5K shares28.57%2025-09-302025-11-14history
EYE NATIONAL VISION HOLDINGS INC541.9K shares-12.58%2025-09-302025-11-14history
ROAD CONSTRUCTION PARTNERS INC122.0K shares-9.65%2025-09-302025-11-14history
SN SHARKNINJA INC149.4K shares33.36%2025-09-302025-11-14history
Sponsored
AER AERCAP HOLDINGS NV122.3K shares-45.66%2025-09-302025-11-14history
BILL BILL HOLDINGS INC230.5K sharesnew addition2025-09-302025-11-14history
ACVA ACV AUCTIONS INC1.2M shares1.96%2025-09-302025-11-14history
WIX WIX.COM LTC67.6K sharesnew addition2025-09-302025-11-14history
MRX MAREX GROUP PLC330.1K shares-18.61%2025-09-302025-11-14history
NU NU HOLDINGS LTD662.8K shares-32.85%2025-09-302025-11-14history
BABA ALIBABA GROUP HOLDING LTD48.5K sharesnew addition2025-09-302025-11-14history
STEP STEPSTONE GROUP INC127.0K sharesnew addition2025-09-302025-11-14history
Sponsored
REZI RESIDEO TECHNOLOGIES INC187.7K sharesnew addition2025-09-302025-11-14history
CNP CENTERPOINT ENERGY INC206.1K sharesnew addition2025-09-302025-11-14history
KKR KKR & CO INC57.0K shares-46.99%2025-09-302025-11-14history
CEG CONSTELLATION ENERGY CORP17.4K shares-2.17%2025-09-302025-11-14history
COMP COMPASS INC512.0K sharesnew addition2025-09-302025-11-14history
APO APOLLO GLOBAL MANAGEMENT INC29.9K shares-54.21%2025-09-302025-11-14history
AMRZ AMRIZE LTD79.3K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available