Engle Capital Management, L.P.
Engle Capital Management, L.P. reported 20 US-listed holdings worth $364.1 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Terawulf Inc. (18.3%), Cardinal Infrastructure Grou (11.6%) and Construction Partners, Inc. (9.7%). Against the quarter before, it opened 3 positions, added to 6, trimmed 11 and sold out of 5.
The 14 largest of its 20 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +62.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Suncrete Inc. RMIX$6.5 million
- Dycom Industries Inc. DY$4.6 million
- Applied Aerospace & Defense AADX$3.3 million
Added to 6
- Cardinal Infrastructure Grou CDNL+129,655 shares · +41%
- Construction Partners, Inc. ROAD+93,118 shares · +45%
- Alphabet Inc. GOOGL+16,616 shares · +63%
- StepStone Group Inc. STEP+62,784 shares · +26%
- BBB Foods Inc. TBBB+60,574 shares · +8%
- Cameco Corp. CCJ+23,514 shares · +76%
Trimmed 11
- Legence Corp. LGN-148,501 shares · -29%
- Comfort Systems USA Inc. FIX-5,983 shares · -71%
- Flowserve Corp. FLS-107,000 shares · -43%
- Sterling Infrastructure, Inc. STRL-9,304 shares · -35%
- Marex Group PLC MRX-121,959 shares · -61%
- Terawulf Inc. WULF-254,900 shares · -9%
- AerCap Holdings N.V. AER-36,198 shares · -22%
- Talen Energy Corp. TLN-8,102 shares · -13%
and 3 more in the table below
Sold out of 5
- Forgent Power Solutions Inc FPS$10.6 million last quarter
- Fermi Inc. Com FRMI$5.9 million last quarter
- Amrize Ltd AMRZ$3.7 million last quarter
- Meta Platforms, Inc. META$3.7 million last quarter
- Compass Inc. COMP$2.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Terawulf Inc. WULF | 2.7M | $66.6 million | 18.28% | -254.9K |
| Cardinal Infrastructure Grou CDNL | 447.7K | $42.2 million | 11.58% | +129.7K |
| Construction Partners, Inc. ROAD | 298.1K | $35.4 million | 9.72% | +93.1K |
| BBB Foods Inc. TBBB | 775.6K | $32.3 million | 8.88% | +60.6K |
| Legence Corp. LGN | 362.2K | $30.9 million | 8.48% | -148.5K |
| Talen Energy Corp. TLN | 54.4K | $20.9 million | 5.74% | -8.1K |
| Cipher Mining Inc. CIFR | 771.3K | $18.9 million | 5.19% | -5.7K |
| AerCap Holdings N.V. AER | 127.8K | $18.6 million | 5.12% | -36.2K |
| Alphabet Inc. GOOGL | 43.0K | $15.4 million | 4.22% | +16.6K |
| Hut 8 Corp. HUT | 130.3K | $15.0 million | 4.13% | -19.5K |
| Sterling Infrastructure, Inc. STRL | 17.2K | $14.4 million | 3.96% | -9.3K |
| StepStone Group Inc. STEP | 300.0K | $12.4 million | 3.41% | +62.8K |
| Flowserve Corp. FLS | 143.0K | $10.6 million | 2.91% | -107.0K |
| Suncrete Inc. RMIX | 288.1K | $6.5 million | 1.78% | new |
| Cameco Corp. CCJ | 54.3K | $5.5 million | 1.52% | +23.5K |
| Marex Group PLC MRX | 79.0K | $4.8 million | 1.32% | -122.0K |
| Comfort Systems USA Inc. FIX | 2.4K | $4.8 million | 1.32% | -6.0K |
| Dycom Industries Inc. DY | 9.2K | $4.6 million | 1.27% | new |
| Applied Aerospace & Defense AADX | 146.8K | $3.3 million | 0.92% | new |
| Carvana Co. CVNA | 13.3K | $876,459 | 0.24% | -46.7K |