Engle Capital Management as of Sept. 30, 2024
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 20 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Talen Energy Corp (TLN) | 13.2 | $45M | 252k | 178.24 | |
| Sharkninja (SN) | 11.2 | $38M | 350k | 108.71 | |
| Acv Auctions Com Cl A (ACVA) | 9.6 | $33M | 1.6M | 20.33 | |
| Fiserv (FI) | 5.8 | $20M | 110k | 179.65 | |
| Bbb Foods Cl A Com (TBBB) | 5.4 | $19M | 617k | 30.00 | |
| Skyward Specialty Insurance Gr (SKWD) | 5.2 | $18M | 431k | 40.73 | |
| Kyndryl Holdings Ord Wi (KD) | 4.4 | $15M | 649k | 22.98 | |
| Kkr & Co (KKR) | 4.4 | $15M | 114k | 130.58 | |
| Arlo Technologies (ARLO) | 4.3 | $15M | 1.2M | 12.11 | |
| Blue Owl Capital Com Cl A (OWL) | 3.9 | $13M | 686k | 19.36 | |
| Vertiv Holdings Com Cl A (VRT) | 3.8 | $13M | 130k | 99.49 | |
| Amazon (AMZN) | 3.8 | $13M | 69k | 186.33 | |
| Ftai Aviation SHS (FTAI) | 3.7 | $13M | 95k | 132.90 | |
| Lithia Motors (LAD) | 3.7 | $13M | 39k | 317.64 | |
| Aercap Holdings Nv SHS (AER) | 3.6 | $12M | 130k | 94.72 | |
| Azek Company Cl A (AZEK) | 3.0 | $10M | 220k | 46.80 | |
| Godaddy Cl A (GDDY) | 2.9 | $10M | 64k | 156.78 | |
| Construction Partners Com Cl A (ROAD) | 2.8 | $9.6M | 138k | 69.80 | |
| Nvent Electric SHS (NVT) | 2.8 | $9.6M | 136k | 70.26 | |
| Apollo Global Mgmt (APO) | 2.5 | $8.3M | 67k | 124.91 |
