Engle Capital Management as of June 30, 2024
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 21 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Sharkninja (SN) | 10.8 | $32M | 425k | 75.15 | |
| Nvent Electric SHS (NVT) | 9.9 | $29M | 382k | 76.61 | |
| Acv Auctions Com Cl A (ACVA) | 9.6 | $29M | 1.6M | 18.25 | |
| Kkr & Co (KKR) | 6.8 | $20M | 190k | 105.24 | |
| Nu Holdings Cl A (NU) | 6.5 | $19M | 1.5M | 12.89 | |
| Bbb Foods Cl A Com (TBBB) | 5.8 | $17M | 720k | 23.86 | |
| Apollo Global Mgmt (APO) | 5.3 | $16M | 133k | 118.07 | |
| Arlo Technologies (ARLO) | 5.0 | $15M | 1.1M | 13.04 | |
| Fiserv (FI) | 4.9 | $15M | 98k | 149.04 | |
| Vestis Corporation (VSTS) | 4.7 | $14M | 161k | 85.98 | |
| Skyward Specialty Insurance Gr (SKWD) | 4.6 | $14M | 373k | 36.18 | |
| Amazon (AMZN) | 3.9 | $12M | 60k | 193.25 | |
| Lithia Motors (LAD) | 3.7 | $11M | 43k | 252.45 | |
| Quanta Services (PWR) | 3.6 | $11M | 42k | 254.09 | |
| Kinsale Cap Group (KNSL) | 3.3 | $9.6M | 25k | 385.28 | |
| Sterling Construction Company (STRL) | 3.2 | $9.6M | 81k | 118.34 | |
| Kyndryl Holdings Ord Wi (KD) | 2.1 | $6.1M | 233k | 26.31 | |
| Construction Partners Com Cl A (ROAD) | 1.9 | $5.7M | 104k | 55.21 | |
| Blue Owl Capital Com Cl A (OWL) | 1.6 | $4.9M | 275k | 17.75 | |
| Ge Vernova (GEV) | 1.4 | $4.3M | 25k | 171.51 | |
| Duolingo Cl A Com (DUOL) | 1.3 | $4.0M | 19k | 208.67 |
