Engle Capital Management, L.P. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Engle Capital Management, L.P. disclosed 20 stock positions valued at approximately $364.10M as of quarter-end June 30, 2026. The largest holdings include TERAWULF INC, CARDINAL INFRASTRUCTURE GROUP, and CONSTRUCTION PARTNERS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 20
- Portfolio Value
- $364.10M
Holdings by Sector
Engle Capital Management, L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TERAWULF INC | WULF | Financial Services | 18.28% | 2,695,200 | -254,900 | -8.64% | $66,571,440 |
| CARDINAL INFRASTRUCTURE GROUP | CDNL | Other | 11.58% | 447,655 | +129,655 | +40.77% | $42,169,101 |
| CONSTRUCTION PARTNERS INC | ROAD | Industrials | 9.72% | 298,118 | +93,118 | +45.42% | $35,407,475 |
| BBB FOODS INC | TBBB | Other | 8.88% | 775,574 | +60,574 | +8.47% | $32,318,169 |
| LEGENCE CORP | LGN | Other | 8.48% | 362,199 | -148,501 | -29.08% | $30,870,221 |
| TALEN ENERGY CORP | TLN | Other | 5.74% | 54,400 | -8,102 | -12.96% | $20,903,744 |
| CIPHER DIGITAL INC | CIFR | Financial Services | 5.19% | 771,283 | -5,717 | -0.74% | $18,896,434 |
| AERCAP HOLDINGS NV | AER | Other | 5.12% | 127,802 | -36,198 | -22.07% | $18,630,976 |
| ALPHABET INC | GOOGL | Communication Services | 4.22% | 42,968 | +16,616 | +63.05% | $15,355,474 |
| HUT 8 CORP | HUT | Financial Services | 4.13% | 130,339 | -19,461 | -12.99% | $15,046,986 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 3.96% | 17,196 | -9,304 | -35.11% | $14,433,635 |
| STEPSTONE GROUP INC | STEP | Financial Services | 3.41% | 300,000 | +62,784 | +26.47% | $12,408,000 |
| FLOWSERVE CORP | FLS | Industrials | 2.91% | 143,000 | -107,000 | -42.80% | $10,604,880 |
| SUNCRETE INC | RMIX | Other | 1.78% | 288,104 | +288,104 | +100.00% | $6,490,983 |
| CAMECO CORP | CCJ | Energy | 1.52% | 54,347 | +23,514 | +76.26% | $5,534,237 |
| MAREX GROUP PLC | MRX | Other | 1.32% | 79,037 | -121,959 | -60.68% | $4,817,305 |
| COMFORT SYSTEMS USA INC | FIX | Industrials | 1.32% | 2,417 | -5,983 | -71.23% | $4,790,373 |
| DYCOM INDUSTRIES INC | DY | Industrials | 1.27% | 9,160 | +9,160 | +100.00% | $4,631,204 |
| APPLIED AEROSPACE & DEFENSE | AADX | Other | 0.92% | 146,787 | +146,787 | +100.00% | $3,343,808 |
| CARVANA CO | CVNA | Consumer Cyclical | 0.24% | 13,316 | +1,316 | +10.97% | $876,459 |
Showing 20 of 20 holdings in the latest reporting period.