Holders — by stockHoldings — by fund
Engle Capital Management, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001684868
$364.1M
disclosed book value
20
positions
18.3%
largest position share
Positions, as of 2026-06-30
top 20 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | WULFTERAWULF INC | 2.7M | $66.6M | 18.3% |
| 2 | CDNLCARDINAL INFRASTRUCTURE GROUP | 447,655 | $42.2M | 11.6% |
| 3 | ROADCONSTRUCTION PARTNERS INC | 298,118 | $35.4M | 9.7% |
| 4 | BBB FOODS INC | 775,574 | $32.3M | 8.9% |
| 5 | LGNLEGENCE CORP | 362,199 | $30.9M | 8.5% |
| 6 | TLNTALEN ENERGY CORP | 54,400 | $20.9M | 5.7% |
| 7 | CIFRCIPHER DIGITAL INC | 771,283 | $18.9M | 5.2% |
| 8 | AERCAP HOLDINGS NV | 127,802 | $18.6M | 5.1% |
| 9 | GOOGLALPHABET INC | 42,968 | $15.4M | 4.2% |
| 10 | HUTHUT 8 CORP | 130,339 | $15.0M | 4.1% |
| 11 | STRLSTERLING INFRASTRUCTURE INC | 17,196 | $14.4M | 4% |
| 12 | STEPSTEPSTONE GROUP INC | 300,000 | $12.4M | 3.4% |
| 13 | FLSFLOWSERVE CORP | 143,000 | $10.6M | 2.9% |
| 14 | RMIXSUNCRETE INC | 288,104 | $6.5M | 1.8% |
| 15 | CCJCAMECO CORP | 54,347 | $5.5M | 1.5% |
| 16 | MAREX GROUP PLC | 79,037 | $4.8M | 1.3% |
| 17 | FIXCOMFORT SYSTEMS USA INC | 2,417 | $4.8M | 1.3% |
| 18 | DYDYCOM INDUSTRIES INC | 9,160 | $4.6M | 1.3% |
| 19 | AADXAPPLIED AEROSPACE & DEFENSE | 146,787 | $3.3M | 0.9% |
| 20 | CVNACARVANA CO | 13,316 | $876,459 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.