Engle Capital Management as of Sept. 30, 2019
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 19 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Frontdoor (FTDR) | 17.4 | $66M | 1.4M | 48.57 | |
| Lpl Financial Holdings (LPLA) | 11.1 | $42M | 510k | 81.90 | |
| Fidelity National Information Services (FIS) | 10.6 | $40M | 300k | 132.76 | |
| Godaddy Inc cl a (GDDY) | 10.5 | $40M | 601k | 65.98 | |
| Global Payments (GPN) | 9.7 | $37M | 230k | 159.00 | |
| Fiserv (FI) | 7.3 | $28M | 267k | 103.59 | |
| Avalara | 5.2 | $20M | 292k | 67.29 | |
| Planet Fitness Cl A (PLNT) | 4.9 | $19M | 320k | 57.87 | |
| Appian Corp Cl A (APPN) | 4.9 | $18M | 385k | 47.50 | |
| Smartsheet Com Cl A (SMAR) | 4.3 | $16M | 450k | 36.03 | |
| Repay Holdings Corp Com Cl A (RPAY) | 3.7 | $14M | 1.0M | 13.33 | |
| Alteryx Com Cl A | 3.6 | $13M | 125k | 107.43 | |
| Change Healthcare | 1.6 | $6.1M | 505k | 12.08 | |
| Stitch Fix Com Cl A (SFIX) | 1.3 | $5.0M | 262k | 19.25 | |
| Avantor (AVTR) | 1.1 | $4.2M | 285k | 14.70 | |
| Iheartmedia Com Cl A (IHRT) | 1.0 | $3.8M | 250k | 15.00 | |
| Teladoc (TDOC) | 0.9 | $3.4M | 50k | 67.72 | |
| Phreesia (PHR) | 0.7 | $2.7M | 110k | 24.24 | |
| Peloton Interactive Com Cl A (PTON) | 0.2 | $753k | 30k | 25.10 |
