Holdings of Engle Capital Management, L.P.
17 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 82.5 % of the equity sleeve
Sector breakdown
- Industrials 9.7 %
- Communication 4.9 %
- Consumer discretionary 1.6 %
- Unattributed 83.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 17 | 229.7M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Terawulf Inc | 2,950,100 | 42.6M $ | |
| 2 | Legence Corp | 510,700 | 28.8M $ | |
| 3 | Construction Partners Inc | 205,000 | 22.8M $ | |
| 4 | TALEN ENERGY CORP | 62,502 | 20M $ | |
| 5 | Flowserve Corp | 250,000 | 18.4M $ | |
| 6 | Cardinal Infrastructure Group Inc | 318,000 | 12.6M $ | |
| 7 | Comfort Systems USA Inc | 8,400 | 11.6M $ | |
| 8 | StepStone Group Inc | 237,216 | 11.3M $ | |
| 9 | Sterling Infrastructure Inc | 26,500 | 10.8M $ | |
| 10 | Forgent Power Solutions Inc | 362,600 | 10.6M $ | |
| 11 | Cipher Digital Inc | 777,000 | 10M $ | |
| 12 | Alphabet Inc | 26,352 | 7.6M $ | |
| 13 | Hut 8 Corp | 149,800 | 7M $ | |
| 14 | Fermi Inc | 1,015,000 | 5.9M $ | |
| 15 | Carvana Co | 12,000 | 3.8M $ | |
| 16 | Meta Platforms Inc | 6,500 | 3.7M $ | |
| 17 | Compass Inc | 300,000 | 2.2M $ |