Engle Capital Management, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Engle Capital Management, L.P. disclosed 20 US equity positions worth $364.1m in its Q2 2026 13F filing. The largest position was WULF at 18.3% of the reported book, followed by CDNL and ROAD. Against the Q1 2026 filing, it opened 3 new positions, added to 7 and reduced 10 among the top 20 holdings.
What did Engle Capital Management, L.P. own in Q2 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | WULF TERAWULF INC | Financial Services | 18.3% | $66.6m | 2,695,200 | -9% | reduced |
| 2 | CDNL CARDINAL INFRASTRUCTURE GROUP | 11.6% | $42.2m | 447,655 | 41% | added | |
| 3 | ROAD CONSTRUCTION PARTNERS INC | 9.7% | $35.4m | 298,118 | 45% | added | |
| 4 | TBBB BBB FOODS INC | Consumer Defensive | 8.9% | $32.3m | 775,574 | 8% | added |
| 5 | LGN LEGENCE CORP | Industrials | 8.5% | $30.9m | 362,199 | -29% | reduced |
| 6 | TLN TALEN ENERGY CORP | Utilities | 5.7% | $20.9m | 54,400 | -13% | reduced |
| 7 | CIFR CIPHER DIGITAL INC | Technology | 5.2% | $18.9m | 771,283 | -1% | reduced |
| 8 | AERCAP HOLDINGS NV | 5.1% | $18.6m | 127,802 | -22% | reduced | |
| 9 | GOOGL ALPHABET INC | Communication Services | 4.2% | $15.4m | 42,968 | 63% | added |
| 10 | HUT HUT 8 CORP | Financial Services | 4.1% | $15.0m | 130,339 | -13% | reduced |
| 11 | STRL STERLING INFRASTRUCTURE INC | Industrials | 4.0% | $14.4m | 17,196 | -35% | reduced |
| 12 | STEP STEPSTONE GROUP INC | Financial Services | 3.4% | $12.4m | 300,000 | 26% | added |
| 13 | FLS FLOWSERVE CORP | Industrials | 2.9% | $10.6m | 143,000 | -43% | reduced |
| 14 | SUNCRETE INC | 1.8% | $6.5m | 288,104 | – | new | |
| 15 | CCJ CAMECO CORP | Energy | 1.5% | $5.5m | 54,347 | 76% | added |
| 16 | MRX MAREX GROUP PLC | Financial Services | 1.3% | $4.8m | 79,037 | -61% | reduced |
| 17 | FIX COMFORT SYSTEMS USA INC | Industrials | 1.3% | $4.8m | 2,417 | -71% | reduced |
| 18 | DY DYCOM INDUSTRIES INC | Industrials | 1.3% | $4.6m | 9,160 | – | new |
| 19 | AADX APPLIED AEROSPACE & DEFENSE | 0.9% | $3.3m | 146,787 | – | new | |
| 20 | CVNA CARVANA CO | Consumer Cyclical | 0.2% | $876.5k | 13,316 | 11% | added |
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.