Engle Capital Management, L.P. — 13F Holdings & Portfolio
CIK 1684868 · latest 13F-HR filed 2026-05-15
Engle Capital Management, L.P. manages $293.5M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are WULF (14.50%), LGN (9.82%), TBBB (8.62%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 9, added to 13, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$293.5M
Long-equity book
22
Distinct positions
2026-03-31
Filed 2026-05-15
+4 / −9 / ↑13 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TERAWULF INC$37.5M +746.8%
- FLOWSERVE CORP$14.5M +373.0%
- CARDINAL INFRASTRUCTURE GROUP$9.4M +298.1%
- CIPHER MINING INC$8.9M +843.6%
- STERLING INFRASTRUCTURE INC$7.6M +241.1%
Top Trims
- COMPASS INC-$9.0M -80.5%
- TALEN ENERGY CORP-$8.9M -30.9%
- META PLATFORMS INC-$7.5M -66.8%
- CAMECO CORP-$881.5K -20.8%
New Positions
- FORGENT POWER SOLUTIONS INC$10.6M
- HUT 8 CORP$7.0M
- FERMI INC$5.9M
- AMRIZE LTD$3.7M
Exited Positions
- VISTRA CORP$17.7M
- CENTERPOINT ENERGY INC$13.2M
- PPL CORP$7.0M
- QXO INC$6.9M
- HAMILTON LANE INC$6.7M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TERAWULF INC | WULF | 88080T104 | $42.6M | 14.50% | 2,950,100 | SH |
| 2 | LEGENCE CORP | LGN | 52476L109 | $28.8M | 9.82% | 510,700 | SH |
| 3 | BBB FOODS INC | TBBB | G0896C103 | $25.3M | 8.62% | 715,000 | SH |
| 4 | CONSTRUCTION PARTNERS INC | ROAD | 21044C107 | $22.8M | 7.76% | 205,000 | SH |
| 5 | AERCAP HOLDINGS NV | AER | N00985106 | $22.5M | 7.67% | 164,000 | SH |
| 6 | TALEN ENERGY CORP | TLN | 87422Q109 | $20.0M | 6.80% | 62,502 | SH |
| 7 | FLOWSERVE CORP | FLS | 34354P105 | $18.4M | 6.26% | 250,000 | SH |
| 8 | CARDINAL INFRASTRUCTURE GROUP | CDNL | 14154A102 | $12.6M | 4.30% | 318,000 | SH |
| 9 | COMFORT SYSTEMS USA INC | FIX | 199908104 | $11.6M | 3.95% | 8,400 | SH |
| 10 | STEPSTONE GROUP INC | STEP | 85914M107 | $11.3M | 3.86% | 237,216 | SH |
| 11 | STERLING INFRASTRUCTURE INC | STRL | 859241101 | $10.8M | 3.68% | 26,500 | SH |
| 12 | FORGENT POWER SOLUTIONS INC | FPS | 34631F102 | $10.6M | 3.62% | 362,600 | SH |
| 13 | CIPHER MINING INC | CIFR | 17253J106 | $10.0M | 3.41% | 777,000 | SH |
| 14 | MAREX GROUP PLC | MRX | G5S37H101 | $9.0M | 3.05% | 200,996 | SH |
| 15 | ALPHABET INC | GOOGL | 02079K305 | $7.6M | 2.58% | 26,352 | SH |
| 16 | HUT 8 CORP | HUT | 44812J104 | $7.0M | 2.39% | 149,800 | SH |
| 17 | FERMI INC | FRMI | 314911108 | $5.9M | 2.02% | 1,015,000 | SH |
| 18 | CARVANA CO | CVNA | 146869102 | $3.8M | 1.29% | 12,000 | SH |
| 19 | AMRIZE LTD | AMRZ | H2927K103 | $3.7M | 1.28% | 66,800 | SH |
| 20 | META PLATFORMS INC | META | 30303M102 | $3.7M | 1.27% | 6,500 | SH |
| 21 | CAMECO CORP | CCJ | 13321L108 | $3.4M | 1.14% | 30,833 | SH |
| 22 | COMPASS INC | COMP | 20464U100 | $2.2M | 0.75% | 300,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $293.5M | 22 | 0001385642-26-000003 |
| 2025-12-31 | 2026-02-17 | $259.1M | 27 | 0001385642-26-000002 |
| 2025-09-30 | 2025-11-14 | $283.5M | 23 | 0001385642-25-000012 |