Engle Capital Management as of Dec. 31, 2017
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 24 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| At Home Group | 10.2 | $20M | 655k | 30.39 | |
| Godaddy Inc cl a (GDDY) | 7.2 | $14M | 280k | 50.28 | |
| Global Payments (GPN) | 7.0 | $14M | 137k | 100.24 | |
| Planet Fitness Inc-cl A (PLNT) | 6.2 | $12M | 349k | 34.63 | |
| Wix (WIX) | 5.9 | $12M | 200k | 57.55 | |
| Paypal Holdings (PYPL) | 5.8 | $11M | 153k | 73.62 | |
| Spdr S&p 500 Etf (SPY) | 5.5 | $11M | 40k | 266.85 | |
| Commercehub Inc Com Ser C | 5.4 | $11M | 508k | 20.59 | |
| Box Inc cl a (BOX) | 4.4 | $8.6M | 408k | 21.12 | |
| Amazon (AMZN) | 4.3 | $8.4M | 7.2k | 1169.46 | |
| Insperity (NSP) | 4.1 | $8.0M | 140k | 57.35 | |
| Jeld-wen Hldg (JELD) | 3.8 | $7.4M | 187k | 39.37 | |
| E TRADE Financial Corporation | 3.7 | $7.2M | 145k | 49.57 | |
| Newmark Group (NMRK) | 3.7 | $7.2M | 451k | 15.90 | |
| Synchrony Financial (SYF) | 3.6 | $7.0M | 182k | 38.61 | |
| Lpl Financial Holdings (LPLA) | 3.6 | $7.0M | 123k | 57.14 | |
| Vantiv Inc Cl A | 3.0 | $5.9M | 80k | 73.55 | |
| Interactive Brokers (IBKR) | 2.5 | $4.9M | 82k | 59.21 | |
| Hamilton Lane Inc Common (HLNE) | 2.5 | $4.8M | 137k | 35.39 | |
| Alarm Com Hldgs (ALRM) | 2.3 | $4.6M | 121k | 37.75 | |
| Appian Corp cl a (APPN) | 1.6 | $3.1M | 100k | 31.48 | |
| Teladoc (TDOC) | 1.4 | $2.6M | 76k | 34.86 | |
| Entercom Communications | 1.1 | $2.2M | 205k | 10.80 | |
| Healthequity (HQY) | 1.1 | $2.2M | 47k | 46.66 |
