Engle Capital Management as of March 31, 2022
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 12 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Signature Bank (SBNY) | 15.9 | $74M | 252k | 293.49 | |
| Lpl Financial Holdings (LPLA) | 14.5 | $68M | 370k | 182.68 | |
| Crown Holdings (CCK) | 13.2 | $61M | 490k | 125.09 | |
| Godaddy Cl A (GDDY) | 11.8 | $55M | 655k | 83.70 | |
| Digitalocean Hldgs (DOCN) | 9.9 | $46M | 800k | 57.85 | |
| Acv Auctions Com Cl A (ACVA) | 7.6 | $36M | 2.4M | 14.81 | |
| Silvergate Capital Corp Cl A (SICPQ) | 6.8 | $32M | 209k | 150.57 | |
| Global Payments (GPN) | 5.9 | $27M | 200k | 136.84 | |
| Kroger (KR) | 5.4 | $25M | 441k | 57.37 | |
| Hubspot (HUBS) | 4.0 | $19M | 39k | 474.95 | |
| Morningstar (MORN) | 3.3 | $16M | 57k | 273.18 | |
| Nice Adr (NICE) | 1.7 | $7.9M | 36k | 219.00 |
