ENGLE CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WULF | 2.95M | $42.57M |
 | FRMI | 1.01M | $5.93M |
 | CIFR | 777K | $10.00M |
 | TBBB | 715K | $25.29M |
 | LGN | 511K | $28.83M |
 | FPS | 363K | $10.61M |
 | CDNL | 318K | $12.61M |
 | COMP | 300K | $2.19M |
 | FLS | 250K | $18.38M |
 | STEP | 237K | $11.32M |
 | ROAD | 205K | $22.78M |
 | MRX | 201K | $8.96M |
 | AER | 164K | $22.50M |
 | HUT | 150K | $7.03M |
 | AMRZ | 67K | $3.74M |
 | TLN | 63K | $19.95M |
 | CCJ | 31K | $3.35M |
 | STRL | 27K | $10.79M |
 | GOOGL | 26K | $7.58M |
 | CVNA | 12K | $3.77M |
TeraWulf Inc.
WULF
Shares Held
2.95M
Value
$42.57M
Fermi Inc. Common Stock
FRMI
Shares Held
1.01M
Value
$5.93M
Cipher Mining Inc.
CIFR
Shares Held
777K
Value
$10.00M
BBB Foods Inc.
TBBB
Shares Held
715K
Value
$25.29M
Legence Corp. Class A Common stock
LGN
Shares Held
511K
Value
$28.83M
Forgent Power Solutions, Inc.
FPS
Shares Held
363K
Value
$10.61M
Cardinal Infrastructure Group Inc.
CDNL
Shares Held
318K
Value
$12.61M
Compass, Inc.
COMP
Shares Held
300K
Value
$2.19M
Flowserve Corporation
FLS
Shares Held
250K
Value
$18.38M
StepStone Group Inc.
STEP
Shares Held
237K
Value
$11.32M
Construction Partners, Inc.
ROAD
Shares Held
205K
Value
$22.78M
Marex Group Limited
MRX
Shares Held
201K
Value
$8.96M
AerCap Holdings N.V.
AER
Shares Held
164K
Value
$22.50M
Hut 8 Corp.
HUT
Shares Held
150K
Value
$7.03M
Amrize Ltd
AMRZ
Shares Held
67K
Value
$3.74M
Talen Energy Corporation
TLN
Shares Held
63K
Value
$19.95M
Cameco Corporation
CCJ
Shares Held
31K
Value
$3.35M
Sterling Infrastructure, Inc.
STRL
Shares Held
27K
Value
$10.79M
Alphabet Inc.
GOOGL
Shares Held
26K
Value
$7.58M
Carvana Co.
CVNA
Shares Held
12K
Value
$3.77M