Engle Capital Management, L.P.

CIK 0001684868 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Engle Capital Management, L.P. reported 20 positions worth $364.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: WULF (18.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$364.1M
2026 Q2
Positions
20
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
81.3%
Est. Net Flow (Q)
2026 Q2
10 / 20 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1WULFTERAWULF INCSH$66.6M18.28%2,695,200
2CDNLCARDINAL INFRASTRUCTURE GROUPSH$42.2M11.58%447,655
3ROADCONSTRUCTION PARTNERS INCSH$35.4M9.72%298,118
4TBBBBBB FOODS INCSH$32.3M8.88%775,574
5LGNLEGENCE CORPSH$30.9M8.48%362,199
6TLNTALEN ENERGY CORPSH$20.9M5.74%54,400
7CIFRCIPHER DIGITAL INCSH$18.9M5.19%771,283
8AERAERCAP HOLDINGS NVSH$18.6M5.12%127,802
9GOOGLALPHABET INCSH$15.4M4.22%42,968
10HUTHUT 8 CORPSH$15.0M4.13%130,339

The free plan shows the top 10 positions. The remaining 10 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Engle Capital Management, L.P. hold as of Q2 2026?

Engle Capital Management, L.P. reported 20 positions worth $364.1M in its Q2 2026 13F filing. Largest positions: WULF (18.3%), CDNL (11.6%), ROAD (9.7%), TBBB (8.9%) and LGN (8.5%).

What did Engle Capital Management, L.P. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Engle Capital Management, L.P. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.