Institutions / Engle Capital Management, L.P.
Engle Capital Management, L.P.
CIK 1684868 · Institution · as of Dec 31, 2025
Portfolio value
$259.15M
Positions
27
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 27 →
| Company | Value | % of portfolio |
|---|---|---|
| Talen Energy Corp | $28.86M | 11.1% |
| Bbb Foods Inc | $25.04M | 9.7% |
| Legence Corp. | $24.06M | 9.3% |
| Construction Partners Inc | $20.08M | 7.7% |
| Vistra Corp. | $17.75M | 6.8% |
| AerCap Holdings N.V. | $17.25M | 6.7% |
| CenterPoint Energy Inc | $13.23M | 5.1% |
| Compass, Inc. | $11.23M | 4.3% |
| Meta Platforms Inc | $11.20M | 4.3% |
| StepStone Group Inc. | $8.34M | 3.2% |
| Marex Group PLC | $7.32M | 2.8% |
| PPL Corp | $7.00M | 2.7% |
| Comfort Systems USA Inc | $7.00M | 2.7% |
| QXO, Inc. | $6.91M | 2.7% |
| Alphabet Inc. | $6.89M | 2.7% |
| Hamilton Lane INC | $6.72M | 2.6% |
| Nu Holdings Ltd | $6.58M | 2.5% |
| Terawulf Inc. | $5.03M | 1.9% |
| Citigroup Inc | $4.90M | 1.9% |
| BILL Holdings Inc | $4.25M | 1.6% |
| Cameco Corp | $4.23M | 1.6% |
| Flowserve Corp | $3.89M | 1.5% |
| Cardinal Infrastructure Group Inc. | $3.17M | 1.2% |
| Sterling Infrastructure, Inc. | $3.16M | 1.2% |
| Carvana Co. | $2.53M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.