Universe · entity
Engle Capital Management, L.P.
Institutional manager (13F) · CIK 1684868
13F holdings · as of 2026-03-31 · top 22 · reported portfolio $293M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TERAWULF INC | $43M | 2,950,100 |
| 2 | LEGENCE CORP | $29M | 510,700 |
| 3 | BBB FOODS INC | $25M | 715,000 |
| 4 | CONSTRUCTION PARTNERS INC | $23M | 205,000 |
| 5 | AERCAP HOLDINGS NV | $22M | 164,000 |
| 6 | TALEN ENERGY CORP | $20M | 62,502 |
| 7 | FLOWSERVE CORP | $18M | 250,000 |
| 8 | CARDINAL INFRASTRUCTURE GROUP | $13M | 318,000 |
| 9 | COMFORT SYSTEMS USA INC | $12M | 8,400 |
| 10 | STEPSTONE GROUP INC | $11M | 237,216 |
| 11 | STERLING INFRASTRUCTURE INC | $11M | 26,500 |
| 12 | FORGENT POWER SOLUTIONS INC | $11M | 362,600 |
| 13 | CIPHER MINING INC | $10M | 777,000 |
| 14 | MAREX GROUP PLC | $9M | 200,996 |
| 15 | ALPHABET INC | $8M | 26,352 |
| 16 | HUT 8 CORP | $7M | 149,800 |
| 17 | FERMI INC | $6M | 1,015,000 |
| 18 | CARVANA CO | $4M | 12,000 |
| 19 | AMRIZE LTD | $4M | 66,800 |
| 20 | META PLATFORMS INC | $4M | 6,500 |
| 21 | CAMECO CORP | $3M | 30,833 |
| 22 | COMPASS INC | $2M | 300,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.