Engle Capital Management as of Dec. 31, 2019
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 19 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Frontdoor (FTDR) | 13.2 | $62M | 1.3M | 47.42 | |
| Lpl Financial Holdings (LPLA) | 11.9 | $55M | 600k | 92.25 | |
| Godaddy Inc cl a (GDDY) | 10.5 | $49M | 722k | 67.92 | |
| Global Payments (GPN) | 7.0 | $33M | 178k | 182.56 | |
| Fiserv (FI) | 6.0 | $28M | 242k | 115.63 | |
| Fidelity National Information Services (FIS) | 6.0 | $28M | 200k | 139.09 | |
| Paypal Holdings (PYPL) | 5.9 | $28M | 255k | 108.17 | |
| Alteryx | 5.9 | $28M | 275k | 100.07 | |
| Crown Holdings (CCK) | 5.2 | $24M | 335k | 72.54 | |
| Planet Fitness Inc-cl A (PLNT) | 4.9 | $23M | 303k | 74.68 | |
| Avalara | 4.4 | $20M | 278k | 73.25 | |
| Iheartmedia (IHRT) | 4.4 | $20M | 1.2M | 16.90 | |
| Stitch Fix (SFIX) | 4.2 | $20M | 770k | 25.66 | |
| Repay Hldgs Corp (RPAY) | 3.8 | $18M | 1.2M | 14.65 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 2.9 | $14M | 969k | 13.99 | |
| Appian Corp cl a (APPN) | 1.8 | $8.5M | 223k | 38.21 | |
| Aramark Hldgs (ARMK) | 1.4 | $6.6M | 153k | 43.40 | |
| Xp Inc cl a (XP) | 0.2 | $1.1M | 28k | 38.54 | |
| Peloton Interactive Inc cl a (PTON) | 0.2 | $852k | 30k | 28.40 |
