Engle Capital Management as of Sept. 30, 2025
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Talen Energy Corp (TLN) | 12.7 | $36M | 84k | 425.38 | |
| Bbb Foods Cl A Com (TBBB) | 7.0 | $20M | 737k | 26.96 | |
| Qxo (QXO) | 6.0 | $17M | 896k | 19.06 | |
| Vistra Energy (VST) | 5.9 | $17M | 85k | 195.92 | |
| Carvana Cl A (CVNA) | 5.8 | $16M | 44k | 377.24 | |
| National Vision Hldgs (EYE) | 5.6 | $16M | 542k | 29.19 | |
| Construction Partners Com Cl A (ROAD) | 5.5 | $16M | 122k | 127.00 | |
| Sharkninja (SN) | 5.4 | $15M | 149k | 103.15 | |
| Aercap Holdings Nv SHS (AER) | 5.2 | $15M | 122k | 121.00 | |
| Bill Com Holdings Ord (BILL) | 4.3 | $12M | 231k | 52.97 | |
| Acv Auctions Com Cl A (ACVA) | 4.2 | $12M | 1.2M | 9.91 | |
| Wix.com Ltc SHS (WIX) | 4.2 | $12M | 68k | 177.63 | |
| Marex Group Ord (MRX) | 3.9 | $11M | 330k | 33.62 | |
| Nu Holdings Cl A (NU) | 3.7 | $11M | 663k | 16.01 | |
| Alibaba Group Holding Ads (BABA) | 3.1 | $8.7M | 49k | 178.73 | |
| Stepstone Group Com Cl A (STEP) | 2.9 | $8.3M | 127k | 65.31 | |
| Resideo Technologies (REZI) | 2.9 | $8.1M | 188k | 43.18 | |
| CenterPoint Energy (CNP) | 2.8 | $8.0M | 206k | 38.80 | |
| Kkr & Co (KKR) | 2.6 | $7.4M | 57k | 129.95 | |
| Constellation Energy (CEG) | 2.0 | $5.7M | 17k | 329.07 | |
| Compass Cl A (COMP) | 1.5 | $4.1M | 512k | 8.03 | |
| Apollo Global Mgmt (APO) | 1.4 | $4.0M | 30k | 133.27 | |
| Amrize SHS (AMRZ) | 1.4 | $3.8M | 79k | 48.53 |
