Engle Capital Management as of Dec. 31, 2025
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 27 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Talen Energy Corp (TLN) | 11.1 | $29M | 77k | 374.84 | |
| Bbb Foods Cl A Com (TBBB) | 9.7 | $25M | 750k | 33.39 | |
| Legence Corp Cl A (LGN) | 9.3 | $24M | 559k | 43.04 | |
| Construction Partners Com Cl A (ROAD) | 7.7 | $20M | 185k | 108.55 | |
| Vistra Energy (VST) | 6.8 | $18M | 110k | 161.33 | |
| Aercap Holdings Nv SHS (AER) | 6.7 | $17M | 120k | 143.76 | |
| CenterPoint Energy (CNP) | 5.1 | $13M | 345k | 38.34 | |
| Compass Cl A (COMP) | 4.3 | $11M | 1.1M | 10.57 | |
| Meta Platforms Cl A (META) | 4.3 | $11M | 17k | 660.09 | |
| Stepstone Group Com Cl A (STEP) | 3.2 | $8.3M | 130k | 64.17 | |
| Marex Group Ord (MRX) | 2.8 | $7.3M | 191k | 38.36 | |
| PPL Corporation (PPL) | 2.7 | $7.0M | 200k | 35.02 | |
| Comfort Systems USA (FIX) | 2.7 | $7.0M | 7.5k | 933.29 | |
| Qxo (QXO) | 2.7 | $6.9M | 358k | 19.29 | |
| Alphabet Cl A (GOOGL) | 2.7 | $6.9M | 22k | 313.00 | |
| Hamilton Lane Cl A (HLNE) | 2.6 | $6.7M | 50k | 134.31 | |
| Nu Holdings Cl A (NU) | 2.5 | $6.6M | 393k | 16.74 | |
| Terawulf (WULF) | 1.9 | $5.0M | 438k | 11.49 | |
| Citigroup (C) | 1.9 | $4.9M | 42k | 116.69 | |
| Bill Com Holdings Ord (BILL) | 1.6 | $4.3M | 78k | 54.54 | |
| Cameco Corporation (CCJ) | 1.6 | $4.2M | 46k | 91.57 | |
| Flowserve Corporation (FLS) | 1.5 | $3.9M | 56k | 69.38 | |
| Cardinal Infrastructure Group Cl A (CDNL) | 1.2 | $3.2M | 131k | 24.18 | |
| Sterling Construction Company (STRL) | 1.2 | $3.2M | 10k | 306.23 | |
| Carvana Cl A (CVNA) | 1.0 | $2.5M | 6.0k | 422.02 | |
| Applied Blockchain (APLD) | 0.6 | $1.5M | 60k | 24.52 | |
| Cipher Mining (CIFR) | 0.4 | $1.1M | 72k | 14.76 |
