# Engle Capital Management, L.P.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1684868. Source: https://holderbook.com/funds/1684868-engle-capital-management-l-p/

- Reported value: $364.1M
- Positions: 20
- Weight of the ten largest: 81.3%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $66.6M | 2,695,200 | 18.3% | 3 |
| CARDINAL INFRASTRUCTURE GROU | [CDNL](https://holderbook.com/stocks/CDNL/) | $42.2M | 447,655 | 11.6% | 3 |
| CONSTRUCTION PARTNERS INC | [ROAD](https://holderbook.com/stocks/ROAD/) | $35.4M | 298,118 | 9.7% | 9 |
| BBB FOODS INC | [TBBB](https://holderbook.com/stocks/TBBB/) | $32.3M | 775,574 | 8.9% | 10 |
| LEGENCE CORP | [LGN](https://holderbook.com/stocks/LGN/) | $30.9M | 362,199 | 8.5% | 3 |
| TALEN ENERGY CORP | [TLN](https://holderbook.com/stocks/TLN/) | $20.9M | 54,400 | 5.7% | 8 |
| CIPHER DIGITAL INC | [CIFR](https://holderbook.com/stocks/CIFR/) | $18.9M | 771,283 | 5.2% | 3 |
| AERCAP HOLDINGS NV | [AER](https://holderbook.com/stocks/AER/) | $18.6M | 127,802 | 5.1% | 8 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $15.4M | 42,968 | 4.2% | 3 |
| HUT 8 CORP | [HUT](https://holderbook.com/stocks/HUT/) | $15.0M | 130,339 | 4.1% | 2 |
| STERLING INFRASTRUCTURE INC | [STRL](https://holderbook.com/stocks/STRL/) | $14.4M | 17,196 | 4.0% | 3 |
| STEPSTONE GROUP INC | [STEP](https://holderbook.com/stocks/STEP/) | $12.4M | 300,000 | 3.4% | 4 |
| FLOWSERVE CORP | [FLS](https://holderbook.com/stocks/FLS/) | $10.6M | 143,000 | 2.9% | 3 |
| SUNCRETE INC | [RMIX](https://holderbook.com/stocks/RMIX/) | $6.5M | 288,104 | 1.8% | 1 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $5.5M | 54,347 | 1.5% | 3 |
| MAREX GROUP PLC | [MRX](https://holderbook.com/stocks/MRX/) | $4.8M | 79,037 | 1.3% | 6 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $4.8M | 2,417 | 1.3% | 3 |
| DYCOM INDS INC | [DY](https://holderbook.com/stocks/DY/) | $4.6M | 9,160 | 1.3% | 1 |
| APPLIED AEROSPACE & DEFENSE | [AADX](https://holderbook.com/stocks/AADX/) | $3.3M | 146,787 | 0.9% | 1 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $876.5K | 13,316 | 0.2% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +43.5% | +14.8% | +28.7% | 100% |
| Q1 2026 | +1.1% | -4.6% | +5.7% | 100% |
| Q4 2025 | -2.2% | +2.4% | -4.5% | 100% |
| Q3 2025 | -2.2% | +7.8% | -10.0% | 100% |
| Q2 2025 | +17.5% | +10.5% | +7.1% | 102% |
| Q1 2025 | -9.9% | -4.6% | -5.4% | 100% |
| Q4 2024 | +10.5% | +2.1% | +8.3% | 100% |
| Q3 2024 | +15.3% | +5.4% | +9.9% | 96% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $364.1M | 20 |
| Q1 2026 | $293.5M | 22 |
| Q4 2025 | $259.1M | 27 |
| Q3 2025 | $283.5M | 23 |
| Q2 2025 | $331.6M | 25 |
| Q1 2025 | $276.7M | 23 |
| Q4 2024 | $334.2M | 24 |
| Q3 2024 | $340.1M | 20 |
| Q2 2024 | $295.8M | 21 |
| Q1 2024 | $358.7M | 28 |
| Q4 2023 | $285.5M | 27 |
| Q3 2023 | $275.7M | 25 |