Institutional Fund
Engle Capital Management, L.P.
Greenwich, CTCIK 16848685 filings on record
Portfolio Value
$293.49M
Q1 2026
Holdings
22
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+13.3%
from $259.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Terawulf Inc14.5%
- Legence Corp9.8%
- Bbb Foods Inc8.6%
- Construction Partners Inc7.8%
- Aercap Holdings NV7.7%
- Talen Energy Corp6.8%
- Other44.8%
Portfolio Holdings
22 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Terawulf Inc | 2.95M | $42.57M | 14.5% | +2.51M | Added |
| 2 | Legence Corp | 510.7K | $28.83M | 9.8% | −48.3K | Reduced |
| 3 | Bbb Foods Inc | 715.0K | $25.29M | 8.6% | −35.0K | Reduced |
| 4 | Construction Partners Inc | 205.0K | $22.78M | 7.8% | +20.0K | Added |
| 5 | Aercap Holdings NV | 164.0K | $22.50M | 7.7% | +44.0K | Added |
| 6 | Talen Energy Corp | 62.5K | $19.95M | 6.8% | −14.5K | Reduced |
| 7 | Flowserve Corp | 250.0K | $18.38M | 6.3% | +194.0K | Added |
| 8 | Cardinal Infrastructure Grou | 318.0K | $12.61M | 4.3% | +187.0K | Added |
| 9 | Comfort Sys USA Inc | 8.4K | $11.58M | 3.9% | +900 | Added |
| 10 | Stepstone Group Inc | 237.2K | $11.32M | 3.9% | +107.2K | Added |
12 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio