Engle Capital Management, L.P.
Engle Capital Management, L.P. reported 20 holdings worth US$364M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Engle Capital Management, L.P. reported 20 holdings worth US$364M as of Jun 30, 2026. Largest: Terawulf Inc., Cardinal Infrastructure Group Inc. and Construction Partners, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$364M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Terawulf Inc. | 2.7M | US$66.6M | 18.3% |
| Cardinal Infrastructure Group Inc. | 448K | US$42.2M | 11.6% |
| Construction Partners, Inc. | 298K | US$35.4M | 9.7% |
| Bbb Foods Inc. | 776K | US$32.3M | 8.9% |
| Legence Corp. | 362K | US$30.9M | 8.5% |
| Talen Energy Corporation | 54,400 | US$20.9M | 5.7% |
| Cipher Digital Inc. | 771K | US$18.9M | 5.2% |
| Alphabet Inc (google) Class C | 42,968 | US$15.4M | 4.2% |
| Hut 8 Corp. | 130K | US$15M | 4.1% |
| Sterling Infrastructure, Inc. | 17,196 | US$14.4M | 4.0% |
| Stepstone Group Inc. | 300K | US$12.4M | 3.4% |
| Flowserve Corporation | 143K | US$10.6M | 2.9% |
| Suncrete, Inc. | 288K | US$6.49M | 1.8% |
| Cameco Corporation | 54,347 | US$5.53M | 1.5% |
| Comfort Systems Usa, Inc. | 2,417 | US$4.79M | 1.3% |
| Dycom Industries, Inc. | 9,160 | US$4.63M | 1.3% |
| Applied Aerospace & Defense, Inc. | 147K | US$3.34M | 0.92% |
| Carvana Co. | 13,316 | US$876K | 0.24% |
| Compass, Inc. | 0 | US$0 | 0.00% |
| Fermi Inc. | 0 | US$0 | 0.00% |
| Forgent Power Solutions, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |