Engle Capital Management, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Engle Capital Management, L.P. disclosed 22 US equity positions worth $293.5m in its Q1 2026 13F filing. The largest position was WULF at 14.5% of the reported book, followed by LGN and TBBB.
What did Engle Capital Management, L.P. own in Q1 2026? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | WULF TERAWULF INC | Financial Services | 14.5% | $42.6m | 2,950,100 | – | |
| 2 | LGN LEGENCE CORP | Industrials | 9.8% | $28.8m | 510,700 | – | |
| 3 | TBBB BBB FOODS INC | Consumer Defensive | 8.6% | $25.3m | 715,000 | – | |
| 4 | ROAD CONSTRUCTION PARTNERS INC | 7.8% | $22.8m | 205,000 | – | ||
| 5 | AERCAP HOLDINGS NV | 7.7% | $22.5m | 164,000 | – | ||
| 6 | TLN TALEN ENERGY CORP | Utilities | 6.8% | $20.0m | 62,502 | – | |
| 7 | FLS FLOWSERVE CORP | Industrials | 6.3% | $18.4m | 250,000 | – | |
| 8 | CDNL CARDINAL INFRASTRUCTURE GROUP | 4.3% | $12.6m | 318,000 | – | ||
| 9 | FIX COMFORT SYSTEMS USA INC | Industrials | 3.9% | $11.6m | 8,400 | – | |
| 10 | STEP STEPSTONE GROUP INC | Financial Services | 3.9% | $11.3m | 237,216 | – | |
| 11 | STRL STERLING INFRASTRUCTURE INC | Industrials | 3.7% | $10.8m | 26,500 | – | |
| 12 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 3.6% | $10.6m | 362,600 | – | |
| 13 | CIFR CIPHER MINING INC | Technology | 3.4% | $10.0m | 777,000 | – | |
| 14 | MRX MAREX GROUP PLC | Financial Services | 3.1% | $9.0m | 200,996 | – | |
| 15 | GOOGL ALPHABET INC | Communication Services | 2.6% | $7.6m | 26,352 | – | |
| 16 | HUT HUT 8 CORP | Financial Services | 2.4% | $7.0m | 149,800 | – | |
| 17 | FRMI FERMI INC | Real Estate | 2.0% | $5.9m | 1,015,000 | – | |
| 18 | CVNA CARVANA CO | Consumer Cyclical | 1.3% | $3.8m | 12,000 | – | |
| 19 | AMRZ AMRIZE LTD | Basic Materials | 1.3% | $3.7m | 66,800 | – | |
| 20 | META META PLATFORMS INC | Communication Services | 1.3% | $3.7m | 6,500 | – | |
| 21 | CCJ CAMECO CORP | Energy | 1.1% | $3.4m | 30,833 | – | |
| 22 | COMP COMPASS INC | Real Estate | 0.7% | $2.2m | 300,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.