Investor
Engle Capital Management, L.P.
CIK 0001684868 · filed 2026-05-15 · SEC filing
13F book
$293.5M
Positions
22
4 new · 9 sold
Largest name
14.5%
Terawulf Inc. · WULF
Est. mark
$9.1M
Price effect on 18 names still held. Flow $25.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Terawulf Inc. | WULF | 2.95M | $42.6M | 14.5% | $1.29M | Added$37.5M |
| Legence Corp. | LGN | 510.7K | $28.8M | 9.8% | $6.85M | Cut$4.77M |
| Bbb Foods Inc | TBBB | 715K | $25.3M | 8.6% | $1.42M | Cut$247.1K |
| Construction Partners, Inc. | ROAD | 205K | $22.8M | 7.8% | $475.5K | Added$2.7M |
| Aercap Holdings Nv | — | 164K | $22.5M | 7.7% | −$789.6K | Added$5.25M |
| Talen Energy Corp | TLN | 62.5K | $20M | 6.8% | −$3.48M | Cut−$8.91M |
| Flowserve Corp | FLS | 250K | $18.4M | 6.3% | $231.3K | Added$14.5M |
| Cardinal Infrastructure Grou | — | 318K | $12.6M | 4.3% | $2.03M | Added$9.44M |
| Comfort Sys Usa Inc | — | 8.4K | $11.6M | 3.9% | $3.34M | Added$4.58M |
| StepStone Group Inc. | STEP | 237.2K | $11.3M | 3.9% | −$2.14M | Added$2.98M |
| Sterling Infrastructure, Inc. | STRL | 26.5K | $10.8M | 3.7% | $1.04M | Added$7.63M |
| Forgent Power Solutions, Inc. | FPS | 362.6K | $10.6M | 3.6% | — | New |
| Cipher Mining Inc | CIFR | 777K | $10M | 3.4% | −$135.7K | Added$8.94M |
| Marex Group Ltd | MRX | 201K | $8.96M | 3.1% | $1.19M | Added$1.64M |
| Alphabet Inc | — | 26.4K | $7.58M | 2.6% | −$559.7K | Added$691.8K |
| Hut 8 Corp. | HUT | 149.8K | $7.03M | 2.4% | — | New |
| Fermi Inc. | FRMI | 1.01M | $5.93M | 2.0% | — | New |
| Carvana Co. | CVNA | 12K | $3.77M | 1.3% | −$645.8K | Added$1.24M |
| Amrize Ltd | AMRZ | 66.8K | $3.74M | 1.3% | — | New |
| Meta Platforms, Inc. | META | 6.5K | $3.72M | 1.3% | −$571.7K | Cut−$7.48M |
| Cameco Corp | CCJ | 30.8K | $3.35M | 1.1% | $528.5K | Cut−$881.5K |
| Compass, Inc. | COMP | 300K | $2.19M | 0.7% | −$978K | Cut−$9.03M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.