Engle Capital Management, L.P. Top Holdings and 13F Report (2025) About Engle Capital Management, L.P.Investment ActivityEngle Capital Management, L.P. has $331.63 million in total holdings as of June 30, 2025.Engle Capital Management, L.P. owns shares of 25 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 29.11% of the portfolio was purchased this quarter.About 25.31% of the portfolio was sold this quarter.This quarter, Engle Capital Management, L.P. has purchased 23 new stocks and bought additional shares in 10 stocks.Engle Capital Management, L.P. sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings Kyndryl $28,868,480Aercap $26,325,000GoDaddy $24,668,220TALEN ENERGY CORP $22,970,830BBB FOODS INC $20,181,520 Largest New Holdings this Quarter 82846H405 - QXO INC $18,309,000 Holding63845R107 - National Vision $14,263,899 Holding146869102 - Carvana $11,389,248 Holding743315103 - Progressive $7,498,766 Holding629377508 - NRG Energy $6,198,388 Holding Largest Purchases this Quarter QXO INC 850,000 shares (about $18.31M)National Vision 619,900 shares (about $14.26M)MAREX GROUP PLC 315,460 shares (about $12.45M)Carvana 33,800 shares (about $11.39M)Progressive 28,100 shares (about $7.50M) Largest Sales this Quarter Vistra 66,800 shares (about $12.95M)EQT 75,000 shares (about $4.37M)Skyward Specialty Insurance Group 60,895 shares (about $3.52M)ACV Auctions 210,000 shares (about $3.41M)Allstate 15,600 shares (about $3.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEngle Capital Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKDKyndryl$28,868,480$1,594,480 ▲5.8%688,0008.7%Business ServicesAERAercap$26,325,000$2,340,000 ▲9.8%225,0007.9%TransportationGDDYGoDaddy$24,668,220$2,160,720 ▲9.6%137,0007.4%Computer and TechnologyTALEN ENERGY CORP$22,970,830$6,978,480 ▲43.6%79,0006.9%COMBBB FOODS INC$20,181,520$1,027,120 ▲5.4%727,0006.1%CL A COMACVAACV Auctions$19,301,800$3,406,200 ▼-15.0%1,190,0005.8%Retail/WholesaleQXO INC$18,309,000$18,309,000 ▲New Holding850,0005.5%COMMAREX GROUP PLC$16,009,032$12,451,206 ▲350.0%405,6004.8%ORDALLAllstate$14,977,464$3,140,436 ▼-17.3%74,4004.5%FinanceROADConstruction Partners$14,347,800$212,560 ▼-1.5%135,0004.3%ConstructionKKRKKR & Co. Inc.$14,300,725$465,605 ▲3.4%107,5004.3%FinanceEYENational Vision$14,263,899$14,263,899 ▲New Holding619,9004.3%Consumer StaplesNUNU$13,541,640$2,154,040 ▲18.9%987,0004.1%FinanceCVNACarvana$11,389,248$11,389,248 ▲New Holding33,8003.4%Retail/WholesaleSNSharkNinja$11,086,880$2,474,750 ▼-18.2%112,0003.3%Retail/WholesaleKNSLKinsale Capital Group$9,774,780$1,112,970 ▲12.8%20,2002.9%FinanceAPOApollo Global Management$9,278,298$3,064,392 ▼-24.8%65,4002.8%FinanceSKWDSkyward Specialty Insurance Group$7,692,138$3,519,122 ▼-31.4%133,1052.3%FinancePGRProgressive$7,498,766$7,498,766 ▲New Holding28,1002.3%FinanceNRGNRG Energy$6,198,388$6,198,388 ▲New Holding38,6001.9%UtilitiesCEGConstellation Energy$5,745,128$5,745,128 ▲New Holding17,8001.7%EnergyFLAGSTAR FINANCIAL INC$4,536,800$879,800 ▲24.1%428,0001.4%COMEQTEQT$4,490,640$4,374,000 ▼-49.3%77,0001.4%EnergyVSTVistra$3,914,962$12,946,508 ▼-76.8%20,2001.2%UtilitiesATEGRITY SPECIALTY INSURANCE CO$1,958,320$1,958,320 ▲New Holding91,0000.6%COMSPYSPDR S&P 500 ETF Trust$0$36,360,350 ▼-100.0%00.0%FinanceINGRAM MICRO HOLDING CORP$0$5,499,400 ▼-100.0%00.0%COMCVLTCommVault Systems$0$4,101,760 ▼-100.0%00.0%Computer and TechnologyCOFCapital One Financial$0$2,868,800 ▼-100.0%00.0%FinanceHOODRobinhood Markets$0$1,956,140 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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