ENGLE CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 1.06M | $11.23M |
 | TBBB | 750K | $25.04M |
 | LGN | 559K | $24.06M |
 | WULF | 438K | $5.03M |
 | NU | 393K | $6.58M |
 | QXO | 358K | $6.91M |
 | CNP | 345K | $13.23M |
 | PPL | 200K | $7.00M |
 | MRX | 191K | $7.32M |
 | ROAD | 185K | $20.08M |
 | CDNL | 131K | $3.17M |
 | STEP | 130K | $8.34M |
 | AER | 120K | $17.25M |
 | VST | 110K | $17.75M |
 | BILL | 78K | $4.25M |
 | TLN | 77K | $28.86M |
 | CIFR | 72K | $1.06M |
 | APLD | 60K | $1.47M |
 | FLS | 56K | $3.89M |
 | HLNE | 50K | $6.72M |
Compass, Inc.
COMP
Shares Held
1.06M
Value
$11.23M
BBB Foods Inc.
TBBB
Shares Held
750K
Value
$25.04M
Legence Corp. Class A Common stock
LGN
Shares Held
559K
Value
$24.06M
TeraWulf Inc.
WULF
Shares Held
438K
Value
$5.03M
Nu Holdings Ltd.
NU
Shares Held
393K
Value
$6.58M
QXO, Inc.
QXO
Shares Held
358K
Value
$6.91M
CenterPoint Energy, Inc.
CNP
Shares Held
345K
Value
$13.23M
PPL Corporation
PPL
Shares Held
200K
Value
$7.00M
Marex Group plc Ordinary Shares
MRX
Shares Held
191K
Value
$7.32M
Construction Partners, Inc.
ROAD
Shares Held
185K
Value
$20.08M
Cardinal Infrastructure Group Inc. Class A Common Stock
CDNL
Shares Held
131K
Value
$3.17M
StepStone Group Inc.
STEP
Shares Held
130K
Value
$8.34M
AerCap Holdings N.V.
AER
Shares Held
120K
Value
$17.25M
Vistra Corp.
VST
Shares Held
110K
Value
$17.75M
Bill.com Holdings, Inc.
BILL
Shares Held
78K
Value
$4.25M
Talen Energy Corporation
TLN
Shares Held
77K
Value
$28.86M
Cipher Mining Inc.
CIFR
Shares Held
72K
Value
$1.06M
Applied Digital Corporation
APLD
Shares Held
60K
Value
$1.47M
Flowserve Corporation
FLS
Shares Held
56K
Value
$3.89M
Hamilton Lane Incorporated
HLNE
Shares Held
50K
Value
$6.72M