Engle Capital Management, L.P. — 13F Holdings & Portfolio
CIK 1684868 · latest 13F-HR filed 2026-08-14
Engle Capital Management, L.P. manages $364.1M in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WULF (18.28%), CDNL (11.58%), ROAD (9.72%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 5, added to 11, and trimmed 5.
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.
2ND FLOOR
GREENWICH, CT 06830
$364.1M
Long-equity book
20
Distinct positions
2026-06-30
Filed 2026-08-14
+3 / −5 / ↑11 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CARDINAL INFRASTRUCTURE GROUP$29.6M +234.4%
- TERAWULF INC$24.0M +56.4%
- CONSTRUCTION PARTNERS INC$12.6M +55.4%
- CIPHER DIGITAL INC$8.9M +89.0%
- HUT 8 CORP$8.0M +114.1%
Top Trims
- FLOWSERVE CORP-$7.8M -42.3%
- COMFORT SYSTEMS USA INC-$6.8M -58.6%
- MAREX GROUP PLC-$4.1M -46.2%
- AERCAP HOLDINGS NV-$3.9M -17.2%
- CARVANA CO-$2.9M -76.8%
New Positions
- SUNCRETE INC$6.5M
- DYCOM INDUSTRIES INC$4.6M
- APPLIED AEROSPACE & DEFENSE$3.3M
Exited Positions
- FORGENT POWER SOLUTIONS INC$10.6M
- FERMI INC$5.9M
- AMRIZE LTD$3.7M
- META PLATFORMS INC$3.7M
- COMPASS INC$2.2M
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 | $66.6M | 18.28% | 2,695,200 | SH |
| 2 | CARDINAL INFRASTRUCTURE GROUP | CDNL | 14154A102 | $42.2M | 11.58% | 447,655 | SH |
| 3 | CONSTRUCTION PARTNERS INC | ROAD | 21044C107 | $35.4M | 9.72% | 298,118 | SH |
| 4 | BBB FOODS INC | TBBB | G0896C103 | $32.3M | 8.88% | 775,574 | SH |
| 5 | LEGENCE CORP | LGN | 52476L109 | $30.9M | 8.48% | 362,199 | SH |
| 6 | TALEN ENERGY CORP | TLN | 87422Q109 | $20.9M | 5.74% | 54,400 | SH |
| 7 | CIPHER DIGITAL INC | CIFR | 17253J106 | $18.9M | 5.19% | 771,283 | SH |
| 8 | AERCAP HOLDINGS NV | AER | N00985106 | $18.6M | 5.12% | 127,802 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $15.4M | 4.22% | 42,968 | SH |
| 10 | HUT 8 CORP | HUT | 44812J104 | $15.0M | 4.13% | 130,339 | SH |
| 11 | STERLING INFRASTRUCTURE INC | STRL | 859241101 | $14.4M | 3.96% | 17,196 | SH |
| 12 | STEPSTONE GROUP INC | STEP | 85914M107 | $12.4M | 3.41% | 300,000 | SH |
| 13 | FLOWSERVE CORP | FLS | 34354P105 | $10.6M | 2.91% | 143,000 | SH |
| 14 | SUNCRETE INC | RMIX | 86723E104 | $6.5M | 1.78% | 288,104 | SH |
| 15 | CAMECO CORP | CCJ | 13321L108 | $5.5M | 1.52% | 54,347 | SH |
| 16 | MAREX GROUP PLC | MRX | G5S37H101 | $4.8M | 1.32% | 79,037 | SH |
| 17 | COMFORT SYSTEMS USA INC | FIX | 199908104 | $4.8M | 1.32% | 2,417 | SH |
| 18 | DYCOM INDUSTRIES INC | DY | 267475101 | $4.6M | 1.27% | 9,160 | SH |
| 19 | APPLIED AEROSPACE & DEFENSE | AADX | 03815J107 | $3.3M | 0.92% | 146,787 | SH |
| 20 | CARVANA CO | CVNA | 146869102 | $876.5K | 0.24% | 13,316 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $364.1M | 20 | 0001385642-26-000008 |
| 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 |