What does Engle Capital Management, L.P. hold?

Engle Capital Management, L.P.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include WULF, CDNL, ROAD. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1684868.

What is Engle Capital Management, L.P.'s AUM?

Engle Capital Management, L.P. reported approximately $364.1M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $492.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Engle Capital Management, L.P.'s holdings?

All Engle Capital Management, L.P. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1684868. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Engle Capital Management, L.P.'s 13F data updated on 13F Pro?

Engle Capital Management, L.P.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Engle Capital Management, L.P.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1684868

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13F Reported Value

ⓘ

$364.1M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Engle Capital Management, L.P. disclosed 20 positions worth $364.1M in its Form 13F-HR for Q2 2026, led by $WULF (TERAWULF INC.) at 18.3% of the equity portfolio, followed by $CDNL and $ROAD. During the quarter the fund opened 3 new positions and exited 5 — including a new stake in $RMIX and a full exit from $FPS. The portfolio is most concentrated in Industrials (44.0% of disclosed assets). All figures are sourced directly from Engle Capital Management, L.P.’s Form 13F-HR filing with the SEC under CIK 1684868.

AI Fund Analysis

Concentrating

3 quarters accumulating

$STEP

3 quarters accumulating

$CDNL

2 quarters accumulating

$GOOG

2 quarters accumulating

$CVNA

2 quarters accumulating

Sector Allocation

IndustrialsFinancialsConsumer StaplesUtilitiesTechnologyMaterials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored

TERAWULF INC.
$WULF
33.8#2,375
Quality
$66.6M2,695,200 sh
Cardinal Infrastructure Group Inc.
$CDNL
56.4#1,180
Quality
$42.2M447,655 sh
Construction Partners, Inc.
$ROAD
67.4#366
Quality
$35.4M298,118 sh
BBB FOODS INC
$TBBB
—
Quality
$32.3M775,574 sh
Legence Corp.
$LGN
64.1
Quality
$30.9M362,199 sh
Talen Energy Corp
$TLN
57.2
Quality
$20.9M54,400 sh
Cipher Digital Inc.
$CIFR
30.6
Quality
$18.9M771,283 sh
AerCap Holdings N.V.
$AER
—
Quality
$18.6M127,802 sh
Alphabet Inc.
$GOOG
78.2
Quality
$15.4M42,968 sh
Hut 8 Corp.
$HUT
37.4
Quality
$15.0M130,339 sh

Company	Quality	Value	Shares
TERAWULF INC.$WULF	33.8#2,375	$66.6M	2,695,200
Cardinal Infrastructure Group Inc.$CDNL	56.4#1,180	$42.2M	447,655
Construction Partners, Inc.$ROAD	67.4#366	$35.4M	298,118
BBB FOODS INC$TBBB	—	$32.3M	775,574
Legence Corp.$LGN	64.1	$30.9M	362,199
Talen Energy Corp$TLN	57.2	$20.9M	54,400
Cipher Digital Inc.$CIFR	30.6	$18.9M	771,283
AerCap Holdings N.V.$AER	—	$18.6M	127,802
Alphabet Inc.$GOOG	78.2	$15.4M	42,968
Hut 8 Corp.$HUT	37.4	$15.0M	130,339

Unlock AI quality scores for every holding

32-signal composite ranking on each of Engle Capital Management, L.P.'s 20 positions.

Showing top 10 of 20 holdings.

Sector Allocation

Industrials

$160.3M

Financials

$117.7M

Consumer Staples

$32.3M

Utilities

$20.9M

Technology

$15.4M

Materials

$12.0M

Energy

$4.6M

Consumer Discretionary

$876,459

Full Holdings — Engle Capital Management, L.P. (Q2 2026)

All 20 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$WULF	TERAWULF INC.	$66.6M	18.3%	-9%	33.8
2	$CDNL	Cardinal Infrastructure Group Inc.	$42.2M	11.6%	+41%	56.4
3	$ROAD	Construction Partners, Inc.	$35.4M	9.7%	+45%	67.4
4	$TBBB	BBB FOODS INC	$32.3M	8.9%	+8%	—
5	$LGN	Legence Corp.	$30.9M	8.5%	-29%	64.1
6	$TLN	Talen Energy Corp	$20.9M	5.7%	-13%	57.2
7	$CIFR	Cipher Digital Inc.	$18.9M	5.2%	-1%	30.6
8	$AER	AerCap Holdings N.V.	$18.6M	5.1%	-22%	—
9	$GOOG	Alphabet Inc.	$15.4M	4.2%	+63%	78.2
10	$HUT	Hut 8 Corp.	$15.0M	4.1%	-13%	37.4
11	$STRL	STERLING INFRASTRUCTURE, INC.	$14.4M	4.0%	-35%	70.6
12	$STEP	StepStone Group Inc.	$12.4M	3.4%	+26%	45.2
13	$FLS	FLOWSERVE CORP	$10.6M	2.9%	-43%	70.7
14	$RMIX	Suncrete, Inc.	$6.5M	1.8%	NEW	—
15	$CCJ	CAMECO CORP	$5.5M	1.5%	+76%	—
16	$MRX	Marex Group Ltd	$4.8M	1.3%	-61%	—
17	$FIX	COMFORT SYSTEMS USA INC	$4.8M	1.3%	-71%	77.7
18	$DY	DYCOM INDUSTRIES INC	$4.6M	1.3%	NEW	56.3
19	$AADX	Applied Aerospace & Defense, Inc.	$3.3M	0.9%	NEW	—
20	$CVNA	CARVANA CO.	$876,459	0.2%	+11%	71.6

New Positions (3)

$RMIX Suncrete, Inc.$6.5M

$DY DYCOM INDUSTRIES INC$4.6M

$AADX Applied Aerospace & Defense, Inc.$3.3M

Exited Positions (5)

$FPS Forgent Power Solutions, Inc.

$FRMI Fermi Inc.

$AMRZ Amrize Ltd

$META Meta Platforms, Inc.

$COMP Compass, Inc.

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AI-Powered Hedge Fund Analysis: Engle Capital Management, L.P.

13F Pro is an AI hedge fund tracker and stock research platform. For Engle Capital Management, L.P. (SEC CIK: 1684868), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Engle Capital Management, L.P.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.