Engle Capital Management as of June 30, 2026
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 20 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Terawulf (WULF) | 18.3 | $67M | 2.7M | 24.70 | |
| Cardinal Infrastructure Group Cl A (CDNL) | 11.6 | $42M | 448k | 94.20 | |
| Construction Partners Com Cl A (ROAD) | 9.7 | $35M | 298k | 118.77 | |
| Bbb Foods Cl A Com (TBBB) | 8.9 | $32M | 776k | 41.67 | |
| Legence Corp Cl A (LGN) | 8.5 | $31M | 362k | 85.23 | |
| Talen Energy Corp (TLN) | 5.7 | $21M | 54k | 384.26 | |
| Cipher Mining (CIFR) | 5.2 | $19M | 771k | 24.50 | |
| Aercap Holdings Nv SHS (AER) | 5.1 | $19M | 128k | 145.78 | |
| Alphabet Cl A (GOOGL) | 4.2 | $15M | 43k | 357.37 | |
| Hut 8 Corp (HUT) | 4.1 | $15M | 130k | 115.44 | |
| Sterling Construction Company (STRL) | 4.0 | $14M | 17k | 839.36 | |
| Stepstone Group Com Cl A (STEP) | 3.4 | $12M | 300k | 41.36 | |
| Flowserve Corporation (FLS) | 2.9 | $11M | 143k | 74.16 | |
| Suncrete | 1.8 | $6.5M | 288k | 22.53 | |
| Cameco Corporation (CCJ) | 1.5 | $5.5M | 54k | 101.83 | |
| Marex Group Ord (MRX) | 1.3 | $4.8M | 79k | 60.95 | |
| Comfort Systems USA (FIX) | 1.3 | $4.8M | 2.4k | 1981.95 | |
| Dycom Industries (DY) | 1.3 | $4.6M | 9.2k | 505.59 | |
| Applied Aerospace & Defense | 0.9 | $3.3M | 147k | 22.78 | |
| Carvana Cl A (CVNA) | 0.2 | $877k | 13k | 65.82 |
