The Analysis of Engle Capital Management, L.P.'s Holdings


Currently, Engle Capital Management, L.P. holds 27 types of securities in its portfolio with a total value $259.1M. In the most recent quarter, they have increased their positions in LGN (+559.0K shares, valued at $24.1M), META (+17.0K shares, valued at $11.2M), PPL (+200.0K shares, valued at $7.0M); decreased their positions in CVNA (-37.5K shares, valued at $15.8M), QXO (-538.0K shares, valued at $10.4M), N/A (-152.5K shares, valued at $8.3M); initiated new positions in LGN (+559.0K shares, valued at $24.1M), META (+17.0K shares, valued at $11.2M), PPL (+200.0K shares, valued at $7.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TLN TALEN ENERGY CORP77.0K shares-8.70%2025-12-312026-02-17history
TBBB BBB FOODS INC750.0K shares1.80%2025-12-312026-02-17history
LGN LEGENCE CORP559.0K sharesnew addition2025-12-312026-02-17history
ROAD CONSTRUCTION PARTNERS INC185.0K shares51.67%2025-12-312026-02-17history
VST VISTRA CORP110.0K shares29.14%2025-12-312026-02-17history
AER AERCAP HOLDINGS NV120.0K shares-1.85%2025-12-312026-02-17history
CNP CENTERPOINT ENERGY INC345.0K shares67.39%2025-12-312026-02-17history
COMP COMPASS INC1.1M shares107.42%2025-12-312026-02-17history
Sponsored
META META PLATFORMS INC17.0K sharesnew addition2025-12-312026-02-17history
STEP STEPSTONE GROUP INC130.0K shares2.36%2025-12-312026-02-17history
MAREX GROUP PLC MAREX GROUP PLC190.9K shares-42.17%2025-12-312026-02-17history
PPL PPL CORP200.0K sharesnew addition2025-12-312026-02-17history
FIX COMFORT SYSTEMS USA INC7.5K sharesnew addition2025-12-312026-02-17history
QXO QXO INC358.0K shares-60.04%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC22.0K sharesnew addition2025-12-312026-02-17history
HLNE HAMILTON LANE INC50.0K sharesnew addition2025-12-312026-02-17history
Sponsored
NU NU HOLDINGS LTD393.0K shares-40.71%2025-12-312026-02-17history
WULF TERAWULF INC437.5K sharesnew addition2025-12-312026-02-17history
CITIGROUP INC CITIGROUP INC42.0K sharesnew addition2025-12-312026-02-17history
BILL HOLDINGS INC BILL HOLDINGS INC78.0K shares-66.16%2025-12-312026-02-17history
CCJ CAMECO CORP46.2K sharesnew addition2025-12-312026-02-17history
FLS FLOWSERVE CORP56.0K sharesnew addition2025-12-312026-02-17history
CARDINAL INFRASTRUCTURE GROUP CARDINAL INFRASTRUCTURE GROUP131.0K sharesnew addition2025-12-312026-02-17history
STRL STERLING INFRASTRUCTURE INC10.3K sharesnew addition2025-12-312026-02-17history
Sponsored
CVNA CARVANA CO6.0K shares-86.19%2025-12-312026-02-17history
APLD APPLIED DIGITAL CORP59.9K sharesnew addition2025-12-312026-02-17history
CIFR CIPHER MINING INC71.8K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available