Engle Capital Management as of Dec. 31, 2018
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 12.9 | $29M | 283k | 103.13 | |
| First Data | 12.8 | $29M | 1.7M | 16.91 | |
| Worldpay Ord | 11.4 | $26M | 335k | 76.43 | |
| Godaddy Inc cl a (GDDY) | 10.6 | $24M | 366k | 65.62 | |
| Lpl Financial Holdings (LPLA) | 10.6 | $24M | 390k | 61.08 | |
| Pluralsight Inc Cl A | 6.3 | $14M | 600k | 23.55 | |
| Planet Fitness Inc-cl A (PLNT) | 5.5 | $12M | 230k | 53.62 | |
| At Home Group | 5.2 | $12M | 635k | 18.66 | |
| Alteryx | 4.1 | $9.3M | 156k | 59.47 | |
| Appian Corp cl a (APPN) | 3.5 | $8.0M | 300k | 26.71 | |
| Resideo Technologies (REZI) | 3.2 | $7.2M | 352k | 20.55 | |
| Alarm Com Hldgs (ALRM) | 3.1 | $7.1M | 137k | 51.87 | |
| Frontdoor (FTDR) | 2.8 | $6.4M | 240k | 26.61 | |
| Twenty-first Century Fox | 2.1 | $4.8M | 100k | 48.12 | |
| Wix (WIX) | 1.6 | $3.5M | 39k | 90.33 | |
| Smartsheet (SMAR) | 1.3 | $3.0M | 120k | 24.86 | |
| Evertec (EVTC) | 1.1 | $2.4M | 84k | 28.70 | |
| Tableau Software Inc Cl A | 1.1 | $2.4M | 20k | 120.00 | |
| Angi Homeservices (ANGI) | 0.8 | $1.8M | 110k | 16.07 |
