Engle Capital Management, L.P.
Position in CDNL — Cardinal Infrastructure Group Inc.
CIK 1684868
GREENWICH, CT
Position in CDNL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,169,101
+$29,558,811 QoQ
Shares Held
447,655
+40.8% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
11.58%
of 13F equity value
Holder Rank
#17
of 156 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNL Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Engle Capital Management, L.P. holds $132,302,006 across 6 Engineering & Construction names. CDNL ranks #1 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNL |
Cardinal Infrastructure Group Inc.
This page
|
447,655 | $42,169,101 | |
| 2 | ROAD |
Construction Partners, Inc.
|
298,118 | $35,407,474 | |
| 3 | LGN |
Legence Corp.
|
362,199 | $30,870,220 | |
| 4 | STRL |
Sterling Infrastructure, Inc.
|
17,196 | $14,433,634 | |
| 5 | FIX |
Comfort Systems USA Inc
|
2,417 | $4,790,373 | |
| 6 | DY |
Dycom Industries Inc
|
9,160 | $4,631,204 |
All Filings in CDNL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,169,101 | 447,655 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,610,290 | 318,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,167,580 | 131,000 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||