Engle Capital Management, L.P. Top Holdings and 13F Report (2026) About Engle Capital Management, L.P.Investment ActivityEngle Capital Management, L.P. has $364.10 million in total holdings as of June 30, 2026.Engle Capital Management, L.P. owns shares of 20 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 14.08% of the portfolio was purchased this quarter.About 24.98% of the portfolio was sold this quarter.This quarter, Engle Capital Management, L.P. has purchased 22 new stocks and bought additional shares in 7 stocks.Engle Capital Management, L.P. sold shares of 10 stocks and completely divested from 5 stocks this quarter.Largest Holdings TeraWulf $66,571,440CARDINAL INFRASTRUCTURE GROUP $42,169,101Construction Partners $35,407,475BBB FOODS INC $32,318,169LEGENCE CORP $30,870,221 Largest New Holdings this Quarter 86723E104 - SUNCRETE INC $6,490,983 Holding267475101 - Dycom Industries $4,631,204 Holding03815J107 - APPLIED AEROSPACE & DEFENSE $3,343,808 Holding Largest Purchases this Quarter CARDINAL INFRASTRUCTURE GROUP 129,655 shares (about $12.21M)Construction Partners 93,118 shares (about $11.06M)SUNCRETE INC 288,104 shares (about $6.49M)Alphabet 16,616 shares (about $5.94M)Dycom Industries 9,160 shares (about $4.63M) Largest Sales this Quarter LEGENCE CORP 148,501 shares (about $12.66M)Comfort Systems USA 5,983 shares (about $11.86M)Flowserve 107,000 shares (about $7.94M)Sterling Infrastructure 9,304 shares (about $7.81M)MAREX GROUP PLC 121,959 shares (about $7.43M) 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 PortfolioSectorWULFTeraWulf$66,571,440$6,296,030 â–¼-8.6%2,695,20018.3%TechnologyCARDINAL INFRASTRUCTURE GROUP$42,169,101$12,213,501 â–²40.8%447,65511.6%CL AROADConstruction Partners$35,407,475$11,059,625 â–²45.4%298,1189.7%IndustrialsBBB FOODS INC$32,318,169$2,524,119 â–²8.5%775,5748.9%CL A COMLEGENCE CORP$30,870,221$12,656,740 â–¼-29.1%362,1998.5%CL ATALEN ENERGY CORP$20,903,744$3,113,275 â–¼-13.0%54,4005.7%COMCIFRCipher Mining$18,896,434$140,067 â–¼-0.7%771,2835.2%TechnologyAERAercap$18,630,976$5,276,945 â–¼-22.1%127,8025.1%IndustrialsGOOGLAlphabet$15,355,474$5,938,060 â–²63.1%42,9684.2%Communication ServicesHUT 8 CORP$15,046,986$2,246,675 â–¼-13.0%130,3394.1%COMSTRLSterling Infrastructure$14,433,635$7,809,406 â–¼-35.1%17,1964.0%IndustrialsSTEPStepStone Group$12,408,000$2,596,746 â–²26.5%300,0003.4%FinanceFLSFlowserve$10,604,880$7,935,120 â–¼-42.8%143,0002.9%IndustrialsSUNCRETE INC$6,490,983$6,490,983 â–²New Holding288,1041.8%COMCCJCameco$5,534,237$2,394,466 â–²76.3%54,3471.5%EnergyMAREX GROUP PLC$4,817,305$7,433,401 â–¼-60.7%79,0371.3%ORDFIXComfort Systems USA$4,790,373$11,858,006 â–¼-71.2%2,4171.3%IndustrialsDYDycom Industries$4,631,204$4,631,204 â–²New Holding9,1601.3%IndustrialsAPPLIED AEROSPACE & DEFENSE$3,343,808$3,343,808 â–²New Holding146,7870.9%COMCVNACarvana$876,459$86,619 â–²11.0%13,3160.2%Consumer DiscretionaryFORGENT POWER SOLUTIONS INC$0$10,613,302 â–¼-100.0%00.0%COMFERMI INC$0$5,927,600 â–¼-100.0%00.0%COMAMRIZE LTD$0$3,742,136 â–¼-100.0%00.0%SHSMETAMeta Platforms$0$3,718,845 â–¼-100.0%00.0%Communication ServicesCOMPCompass$0$2,193,000 â–¼-100.0%00.0%Real EstateShowing largest 100 holdings. 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