Engle Capital Management, L.P.
All holdings · as of Dec 31, 2025
| 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% |
| Applied Digital Corp | $1.47M | 0.6% |
| Cipher Digital Inc. | $1.06M | 0.4% |