Engle Capital Management, L.P. Top Holdings and 13F Report (2025) About Engle Capital Management, L.P.Investment ActivityEngle Capital Management, L.P. has $276.70 million in total holdings as of March 31, 2025.Engle Capital Management, L.P. owns shares of 23 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 37.62% of the portfolio was purchased this quarter.About 50.26% of the portfolio was sold this quarter.This quarter, Engle Capital Management, L.P. has purchased 24 new stocks and bought additional shares in 9 stocks.Engle Capital Management, L.P. sold shares of 7 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $36,360,350GoDaddy $22,517,500AerCap $20,944,850Kyndryl $20,410,000ACV Auctions $19,726,000 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $36,360,350 Holding26884L109 - EQT $8,121,360 Holding457152106 - INGRAM MICRO HOLDING CORP $5,499,400 Holding204166102 - Commvault Systems $4,101,760 Holding649445400 - FLAGSTAR FINANCIAL INC $4,008,900 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 65,000 shares (about $36.36M)EQT 152,000 shares (about $8.12M)Allstate 34,300 shares (about $7.10M)KKR & Co. Inc. 61,000 shares (about $7.05M)ACV Auctions 480,000 shares (about $6.76M) Largest Sales this Quarter TALEN ENERGY CORP 105,000 shares (about $20.97M)Kyndryl 320,000 shares (about $10.05M)SharkNinja 96,000 shares (about $8.01M)Capital One Financial 34,400 shares (about $6.17M)Robinhood Markets 112,000 shares (about $4.66M) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$36,360,350$36,360,350 ▲New Holding65,00013.1%FinanceGDDYGoDaddy$22,517,5000.0%125,0008.1%Computer and TechnologyAERAerCap$20,944,850$2,043,400 ▲10.8%205,0007.6%TransportationKDKyndryl$20,410,000$10,048,000 ▼-33.0%650,0007.4%Business ServicesACVAACV Auctions$19,726,000$6,763,200 ▲52.2%1,400,0007.1%Retail/WholesaleALLAllstate$18,636,300$7,102,501 ▲61.6%90,0006.7%FinanceBBB FOODS INC$18,409,200$2,401,200 ▲15.0%690,0006.7%CL A COMKKRKKR & Co. Inc.$12,023,440$7,052,210 ▲141.9%104,0004.3%FinanceAPOApollo Global Management$11,913,780$6,162,300 ▲107.1%87,0004.3%FinanceSNSharkNinja$11,427,170$8,007,360 ▼-41.2%137,0004.1%Retail/WholesaleTALEN ENERGY CORP$10,981,850$20,965,350 ▼-65.6%55,0004.0%COMSKWDSkyward Specialty Insurance Group$10,266,480$3,386,880 ▼-24.8%194,0003.7%FinanceROADConstruction Partners$9,846,190$1,078,050 ▼-9.9%137,0003.6%ConstructionKNSLKinsale Capital Group$8,712,109$3,358,299 ▲62.7%17,9003.1%FinanceNUNU$8,499,200$6,451,200 ▲315.0%830,0003.1%FinanceEQTEQT$8,121,360$8,121,360 ▲New Holding152,0002.9%EnergyVSTVistra$6,281,400$1,487,320 ▲31.0%87,0002.3%UtilitiesINGRAM MICRO HOLDING CORP$5,499,400$5,499,400 ▲New Holding310,0002.0%COMCVLTCommvault Systems$4,101,760$4,101,760 ▲New Holding26,0001.5%Computer and TechnologyFLAGSTAR FINANCIAL INC$4,008,900$4,008,900 ▲New Holding345,0001.4%COMMAREX GROUP PLC$3,183,745$3,183,745 ▲New Holding90,1401.2%ORDCOFCapital One Financial$2,868,800$6,167,920 ▼-68.3%16,0001.0%FinanceHOODRobinhood Markets$1,956,140$4,661,440 ▼-70.4%47,0000.7%FinanceWKWorkiva$0$20,367,000 ▼-100.0%00.0%Computer and TechnologyFIFiserv$0$19,720,320 ▼-100.0%00.0%Business ServicesFTAIFTAI Aviation$0$17,284,800 ▼-100.0%00.0%AerospaceARLOArlo Technologies$0$13,495,140 ▼-100.0%00.0%Computer and TechnologyNVTnVent Electric$0$8,520,000 ▼-100.0%00.0%Computer and TechnologyYNDXYandex$0$2,908,500 ▼-100.0%00.0%Computer and TechnologyPTONPeloton Interactive$0$2,451,660 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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