Engle Capital Management, L.P.
Top Portfolio Positions
22 positions ·
$293,488,661 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| WULF |
Terawulf Inc.
Financial Services
|
2,950,100 | $42,569,943 | 14.50% |
| LGN |
Legence Corp.
Industrials
|
510,700 | $28,834,122 | 9.82% |
| TBBB |
Bbb Foods Inc
Consumer Defensive
|
715,000 | $25,289,550 | 8.62% |
| ROAD |
Construction Partners, Inc.
Industrials
|
205,000 | $22,779,600 | 7.76% |
| AER |
AerCap Holdings N.V.
Industrials
|
164,000 | $22,497,520 | 7.67% |
| TLN |
Talen Energy Corp
Utilities
|
62,502 | $19,952,513 | 6.80% |
| FLS |
Flowserve Corp
Industrials
|
250,000 | $18,377,500 | 6.26% |
| CDNL |
Cardinal Infrastructure Group Inc.
Industrials
|
318,000 | $12,610,290 | 4.30% |
| FIX |
Comfort Systems Usa Inc
Industrials
|
8,400 | $11,583,516 | 3.95% |
| STEP |
StepStone Group Inc.
Financial Services
|
237,216 | $11,319,947 | 3.86% |
Holdings in STEP
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,319,947 | 237,216 | Shares | Sole | 2026-05-15 | |
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