Engle Capital Management as of March 31, 2026
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Terawulf (WULF) | 14.5 | $43M | 3.0M | 14.43 | |
| Legence Corp Cl A (LGN) | 9.8 | $29M | 511k | 56.46 | |
| Bbb Foods Cl A Com (TBBB) | 8.6 | $25M | 715k | 35.37 | |
| Construction Partners Com Cl A (ROAD) | 7.8 | $23M | 205k | 111.12 | |
| Aercap Holdings Nv SHS (AER) | 7.7 | $23M | 164k | 137.18 | |
| Talen Energy Corp (TLN) | 6.8 | $20M | 63k | 319.23 | |
| Flowserve Corporation (FLS) | 6.3 | $18M | 250k | 73.51 | |
| Cardinal Infrastructure Group Cl A (CDNL) | 4.3 | $13M | 318k | 39.66 | |
| Comfort Systems USA (FIX) | 3.9 | $12M | 8.4k | 1378.99 | |
| Stepstone Group Com Cl A (STEP) | 3.9 | $11M | 237k | 47.72 | |
| Sterling Construction Company (STRL) | 3.7 | $11M | 27k | 407.27 | |
| Forgent Power Solutions Inc Com Shs Cl A (FPS) | 3.6 | $11M | 363k | 29.27 | |
| Cipher Mining (CIFR) | 3.4 | $10M | 777k | 12.87 | |
| Marex Group Ord (MRX) | 3.1 | $9.0M | 201k | 44.58 | |
| Alphabet Cl A (GOOGL) | 2.6 | $7.6M | 26k | 287.56 | |
| Hut 8 Corp (HUT) | 2.4 | $7.0M | 150k | 46.91 | |
| Fermi (FRMI) | 2.0 | $5.9M | 1.0M | 5.84 | |
| Carvana Cl A (CVNA) | 1.3 | $3.8M | 12k | 314.38 | |
| Amrize SHS (AMRZ) | 1.3 | $3.7M | 67k | 56.02 | |
| Meta Platforms Cl A (META) | 1.3 | $3.7M | 6.5k | 572.13 | |
| Cameco Corporation (CCJ) | 1.1 | $3.4M | 31k | 108.71 | |
| Compass Cl A (COMP) | 0.7 | $2.2M | 300k | 7.31 |
