Engle Capital Management, L.P. Top Holdings and 13F Report (2026) About Engle Capital Management, L.P.Investment ActivityEngle Capital Management, L.P. has $293.49 million in total holdings as of March 31, 2026.Engle Capital Management, L.P. owns shares of 22 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 40.58% of the portfolio was purchased this quarter.About 30.88% of the portfolio was sold this quarter.This quarter, Engle Capital Management, L.P. has purchased 27 new stocks and bought additional shares in 12 stocks.Engle Capital Management, L.P. sold shares of 6 stocks and completely divested from 9 stocks this quarter.Largest Holdings TeraWulf $42,569,943LEGENCE CORP $28,834,122BBB FOODS INC $25,289,550Construction Partners $22,779,600Aercap $22,497,520 Largest New Holdings this Quarter 34631F102 - FORGENT POWER SOLUTIONS INC $10,613,302 Holding44812J104 - HUT 8 CORP $7,027,118 Holding314911108 - FERMI INC $5,927,600 HoldingH2927K103 - AMRIZE LTD $3,742,136 Holding Largest Purchases this Quarter TeraWulf 2,512,600 shares (about $36.26M)Flowserve 194,000 shares (about $14.26M)FORGENT POWER SOLUTIONS INC 362,600 shares (about $10.61M)Cipher Mining 705,200 shares (about $9.08M)CARDINAL INFRASTRUCTURE GROUP 187,000 shares (about $7.42M) Largest Sales this Quarter Meta Platforms 10,471 shares (about $5.99M)Compass 762,000 shares (about $5.57M)TALEN ENERGY CORP 14,498 shares (about $4.63M)LEGENCE CORP 48,300 shares (about $2.73M)Cameco 15,397 shares (about $1.67M) 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$42,569,943$36,256,818 â–²574.3%2,950,10014.5%FinanceLEGENCE CORP$28,834,122$2,727,018 â–¼-8.6%510,7009.8%CL ABBB FOODS INC$25,289,550$1,237,950 â–¼-4.7%715,0008.6%CL A COMROADConstruction Partners$22,779,600$2,222,400 â–²10.8%205,0007.8%ConstructionAERAercap$22,497,520$6,035,920 â–²36.7%164,0007.7%TransportationTALEN ENERGY CORP$19,952,513$4,628,196 â–¼-18.8%62,5026.8%COMFLSFlowserve$18,377,500$14,260,940 â–²346.4%250,0006.3%IndustrialsCARDINAL INFRASTRUCTURE GROUP$12,610,290$7,415,485 â–²142.7%318,0004.3%CL AFIXComfort Systems USA$11,583,516$1,241,091 â–²12.0%8,4003.9%ConstructionSTEPStepStone Group$11,319,948$5,116,348 â–²82.5%237,2163.9%FinanceSTRLSterling Infrastructure$10,792,655$6,584,334 â–²156.5%26,5003.7%ConstructionFORGENT POWER SOLUTIONS INC$10,613,302$10,613,302 â–²New Holding362,6003.6%COMCIFRCipher Mining$9,999,990$9,075,924 â–²982.2%777,0003.4%Business ServicesMAREX GROUP PLC$8,960,402$450,080 â–²5.3%200,9963.1%ORDGOOGLAlphabet$7,577,781$1,251,461 â–²19.8%26,3522.6%Computer and TechnologyHUT 8 CORP$7,027,118$7,027,118 â–²New Holding149,8002.4%COMFERMI INC$5,927,600$5,927,600 â–²New Holding1,015,0002.0%COMCVNACarvana$3,772,560$1,886,280 â–²100.0%12,0001.3%Retail/WholesaleAMRIZE LTD$3,742,136$3,742,136 â–²New Holding66,8001.3%SHSMETAMeta Platforms$3,718,845$5,990,773 â–¼-61.7%6,5001.3%Computer and TechnologyCCJCameco$3,351,957$1,673,859 â–¼-33.3%30,8331.1%Basic MaterialsCOMPCompass$2,193,000$5,570,220 â–¼-71.8%300,0000.7%Computer and TechnologyVSTVistra$0$17,746,300 â–¼-100.0%00.0%UtilitiesCNPCenterPoint Energy$0$13,227,300 â–¼-100.0%00.0%UtilitiesPPLPPL$0$7,004,000 â–¼-100.0%00.0%UtilitiesQXO INC$0$6,905,820 â–¼-100.0%00.0%COMHLNEHamilton Lane$0$6,715,500 â–¼-100.0%00.0%FinanceNUNU$0$6,578,820 â–¼-100.0%00.0%FinanceCCitigroup$0$4,900,980 â–¼-100.0%00.0%Financial ServicesBILLBILL$0$4,254,120 â–¼-100.0%00.0%Computer and TechnologyAPLDApplied Digital$0$1,468,748 â–¼-100.0%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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