Engle Capital Management as of June 30, 2022
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 12 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crown Holdings (CCK) | 19.8 | $50M | 542k | 92.17 | |
| Godaddy Cl A (GDDY) | 17.3 | $44M | 628k | 69.56 | |
| Lpl Financial Holdings (LPLA) | 17.3 | $44M | 236k | 184.48 | |
| Kroger (KR) | 8.8 | $22M | 467k | 47.33 | |
| Digitalocean Hldgs (DOCN) | 8.7 | $22M | 530k | 41.36 | |
| Global Payments (GPN) | 7.7 | $19M | 175k | 110.64 | |
| Acv Auctions Com Cl A (ACVA) | 7.4 | $19M | 2.9M | 6.54 | |
| UnitedHealth (UNH) | 5.1 | $13M | 25k | 513.64 | |
| Fidelity National Information Services (FIS) | 4.4 | $11M | 120k | 91.67 | |
| Rh (RH) | 1.3 | $3.2M | 15k | 212.27 | |
| Floor & Decor Holdings Cl A (FND) | 1.1 | $2.9M | 46k | 62.96 | |
| Cano Health Com Cl A | 1.1 | $2.8M | 641k | 4.38 |
