Engle Capital Management, L.P. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EC Engle Capital Management, L.P. | Institutional Filer | ▲ 13.25% | $293.5M | 22 |
Current Portfolio Holdings
Showing all 22 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | WULF | TeraWulf Inc. | Financial Services | 3.0M | $42.6M | 14.50% |
| 2 | LGN | Legence Corp. Class A Common stock | Industrials | 511K | $28.8M | 9.82% |
| 3 | TBBB | BBB Foods Inc. | Consumer Defensive | 715K | $25.3M | 8.62% |
| 4 | ROAD | Construction Partners, Inc. | Industrials | 205K | $22.8M | 7.76% |
| 5 | AER | AerCap Holdings N.V. | Industrials | 164K | $22.5M | 7.67% |
| 6 | TLN | Talen Energy Corporation | Utilities | 63K | $20.0M | 6.80% |
| 7 | FLS | Flowserve Corporation | Industrials | 250K | $18.4M | 6.26% |
| 8 | CDNL | CARDINAL INFRASTRUCTURE GROUP | — | 318K | $12.6M | 4.30% |
| 9 | FIX | Comfort Systems USA, Inc. | Industrials | 8K | $11.6M | 3.95% |
| 10 | STEP | StepStone Group Inc. | Financial Services | 237K | $11.3M | 3.86% |
| 11 | STRL | Sterling Infrastructure, Inc. | Industrials | 27K | $10.8M | 3.68% |
| 12 | FPS | FORGENT POWER SOLUTIONS INC | — | 363K | $10.6M | 3.62% |
| 13 | CIFR | Cipher Mining Inc. | Financial Services | 777K | $10.0M | 3.41% |
| 14 | MRX | Marex Group plc Ordinary Shares | Financial Services | 201K | $9.0M | 3.05% |
| 15 | GOOGL | Alphabet Inc. | Technology | 26K | $7.6M | 2.58% |
Showing 1 to 15 of 22 holdings