Stock Taper 
ENGLE CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TeraWulf Inc. | WULF | 2.7M | $66.57M |
 Cipher Mining Inc. | CIFR | 771.28K | $18.9M |
 Cardinal Infrastructure Group Inc. | CDNL | 447.65K | $42.17M |
 Legence Corp. Class A Common stock | LGN | 362.2K | $30.87M |
 StepStone Group Inc. | STEP | 300K | $12.41M |
 Construction Partners, Inc. | ROAD | 298.12K | $35.41M |
 Suncrete, Inc. Class A Common Stock | RMIX | 288.1K | $6.49M |
 Applied Aerospace & Defense, Inc. | AADX | 146.79K | $3.34M |
 Flowserve Corporation | FLS | 143K | $10.6M |
 Hut 8 Corp. | HUT | 130.34K | $15.05M |
 AerCap Holdings N.V. | AER | 127.8K | $18.63M |
 Marex Group Limited | MRX | 79.04K | $4.82M |
 Talen Energy Corporation | TLN | 54.4K | $20.9M |
 Cameco Corporation | CCJ | 54.35K | $5.53M |
 Alphabet Inc. | GOOGL | 42.97K | $15.36M |
 Sterling Infrastructure, Inc. | STRL | 17.2K | $14.43M |
 Carvana Co. | CVNA | 13.32K | $876.46K |
 Dycom Industries, Inc. | DY | 9.16K | $4.63M |
 Comfort Systems USA, Inc. | FIX | 2.42K | $4.79M |