Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Engle Capital Management, L.P. (CIK 1684868) reported $293.5M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WULF ($42.6M, 14.50%), ($28.8M, 9.82%), TBBB ($25.3M, 8.62%), ROAD ($22.8M, 7.76%), AER ($22.5M, 7.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WULF | TERAWULF INC | $42.6M | 14.50% | 3.0M | Added |
| 2 | LEGENCE CORP | $28.8M | 9.82% | 510,700 | Trimmed | |
| 3 | TBBB | BBB FOODS INC | $25.3M | 8.62% | 715,000 | Trimmed |
| 4 | ROAD | CONSTRUCTION PARTNERS INC | $22.8M | 7.76% | 205,000 | Added |
| 5 | AER | AERCAP HOLDINGS NV | $22.5M | 7.67% | 164,000 | Added |
| 6 | TLN | TALEN ENERGY CORP | $20.0M | 6.80% | 62,502 | Trimmed |
| 7 | FLS | FLOWSERVE CORP | $18.4M | 6.26% | 250,000 | Added |
| 8 | CARDINAL INFRASTRUCTURE GROUP | $12.6M | 4.30% | 318,000 | Added | |
| 9 | FIX | COMFORT SYSTEMS USA INC | $11.6M | 3.95% | 8,400 | Added |
| 10 | STEP | STEPSTONE GROUP INC | $11.3M | 3.86% | 237,216 | Added |
| 11 | STRL | STERLING INFRASTRUCTURE INC | $10.8M | 3.68% | 26,500 | Added |
| 12 | FORGENT POWER SOLUTIONS INC | $10.6M | 3.62% | 362,600 | New | |
| 13 | CIFR | CIPHER MINING INC | $10.0M | 3.41% | 777,000 | Added |
| 14 | MRX | MAREX GROUP PLC | $9.0M | 3.05% | 200,996 | Added |
| 15 | GOOGL | ALPHABET INC | $7.6M | 2.58% | 26,352 | Added |
| 16 | HUT | HUT 8 CORP | $7.0M | 2.39% | 149,800 | New |
| 17 | FERMI INC | $5.9M | 2.02% | 1.0M | New | |
| 18 | CVNA | CARVANA CO | $3.8M | 1.29% | 12,000 | Added |
| 19 | AMRZ | AMRIZE LTD | $3.7M | 1.28% | 66,800 | New |
| 20 | META | META PLATFORMS INC | $3.7M | 1.27% | 6,500 | Trimmed |
| 21 | CCJ | CAMECO CORP | $3.4M | 1.14% | 30,833 | Trimmed |
| 22 | COMP | COMPASS INC | $2.2M | 0.75% | 300,000 | Trimmed |
| 23 | APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | Exited |
| 24 | BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 25 | CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31