Holdings
Engle Capital Management, L.P.
As of Jun 30, 2026, Engle Capital Management, L.P. reported 18 positions worth US$341M. Largest: Terawulf Inc., Cardinal Infrastructure Group Inc. and Construction Partners, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Terawulf Inc. | 2.7M | US$66.6M | −255K | Jun 30, 2026 |
| Cardinal Infrastructure Group Inc. | 448K | US$42.2M | +130K | Jun 30, 2026 |
| Construction Partners, Inc. | 298K | US$35.4M | +93,118 | Jun 30, 2026 |
| Bbb Foods Inc. | 776K | US$32.3M | +60,574 | Jun 30, 2026 |
| Legence Corp. | 362K | US$30.9M | −149K | Jun 30, 2026 |
| Talen Energy Corporation | 54,400 | US$20.9M | −8,102 | Jun 30, 2026 |
| Cipher Digital Inc. | 771K | US$18.9M | −5,717 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 42,968 | US$15.4M | +16,616 | Jun 30, 2026 |
| Hut 8 Corp. | 130K | US$15M | −19,461 | Jun 30, 2026 |
| Sterling Infrastructure, Inc. | 17,196 | US$14.4M | −9,304 | Jun 30, 2026 |