Engle Capital Management as of Dec. 31, 2024
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 24 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kyndryl Holdings Ord Wi (KD) | 10.0 | $34M | 970k | 34.60 | |
| Talen Energy Corp (TLN) | 9.6 | $32M | 160k | 201.47 | |
| Godaddy Cl A (GDDY) | 7.4 | $25M | 125k | 197.37 | |
| Sharkninja (SN) | 6.8 | $23M | 233k | 97.36 | |
| Workiva Com Cl A (WK) | 6.1 | $20M | 186k | 109.50 | |
| Acv Auctions Com Cl A (ACVA) | 5.9 | $20M | 920k | 21.60 | |
| Fiserv (FI) | 5.9 | $20M | 96k | 205.42 | |
| Aercap Holdings Nv SHS (AER) | 5.3 | $18M | 185k | 95.70 | |
| Ftai Aviation SHS (FTAI) | 5.2 | $17M | 120k | 144.04 | |
| Bbb Foods Cl A Com (TBBB) | 5.1 | $17M | 600k | 28.28 | |
| Arlo Technologies (ARLO) | 4.0 | $14M | 1.2M | 11.19 | |
| Construction Partners Com Cl A (ROAD) | 4.0 | $13M | 152k | 88.46 | |
| Skyward Specialty Insurance Gr (SKWD) | 3.9 | $13M | 258k | 50.54 | |
| Allstate Corporation (ALL) | 3.2 | $11M | 56k | 192.79 | |
| Vistra Energy (VST) | 2.7 | $9.2M | 66k | 137.87 | |
| Capital One Financial (COF) | 2.7 | $9.0M | 50k | 178.32 | |
| Nvent Electric SHS (NVT) | 2.5 | $8.5M | 125k | 68.16 | |
| Apollo Global Mgmt (APO) | 2.1 | $6.9M | 42k | 165.16 | |
| Kkr & Co (KKR) | 1.9 | $6.4M | 43k | 147.91 | |
| Robinhood Markets Com Cl A (HOOD) | 1.8 | $5.9M | 159k | 37.26 | |
| Kinsale Cap Group (KNSL) | 1.5 | $5.1M | 11k | 465.13 | |
| Nebius Group Cl A (NBIS) | 0.9 | $2.9M | 105k | 27.70 | |
| Peloton Interactive Cl A (PTON) | 0.7 | $2.5M | 282k | 8.70 | |
| Nu Holdings Cl A (NU) | 0.6 | $2.1M | 200k | 10.36 |
