Filed: 8/14/2025ACC: 0001385642-25-000009
📋 What this filing means
ENGLE CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $331.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$331.63M
Total AUM (reported)
7.29M
Total Shares
Allocation by class
COM$185.87M56.0%
CL A$49.60M15.0%
COM CL A$33.65M10.1%
SHS$26.32M7.9%
CL A COM$20.18M6.1%
ORD$16.01M4.8%
Portfolio Concentration
Top 3$79.86M24.1%
4–10$126.10M38.0%
11–25$125.67M37.9%
Top 3 weight
24.1%
Top 10 weight
62.1%
Voting Authority Distribution
Total shares with voting rights: 7.29M
Sole
Full voting authority
7.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
KYNDRYL HOLDINGS INC
SOLEShares688K
TypeSH
Market value$28.87M
8.71%
Sole
688K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares225K
TypeSH
Market value$26.32M
7.94%
Sole
225K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares137K
TypeSH
Market value$24.67M
7.44%
Sole
137K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares79K
TypeSH
Market value$22.97M
6.93%
Sole
79K
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares727K
TypeSH
Market value$20.18M
6.09%
Sole
727K
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares1.19M
TypeSH
Market value$19.30M
5.82%
Sole
1.19M
Shared
0.00
None
0.00
QXO INC
SOLEShares850K
TypeSH
Market value$18.31M
5.52%
Sole
850K
Shared
0.00
None
0.00
MAREX GROUP PLC
SOLEShares405.60K
TypeSH
Market value$16.01M
4.83%
Sole
405.60K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares74.40K
TypeSH
Market value$14.98M
4.52%
Sole
74.40K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares135K
TypeSH
Market value$14.35M
4.33%
Sole
135K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares107.50K
TypeSH
Market value$14.30M
4.31%
Sole
107.50K
Shared
0.00
None
0.00
NATIONAL VISION HOLDINGS INC
SOLEShares619.90K
TypeSH
Market value$14.26M
4.30%
Sole
619.90K
Shared
0.00
None
0.00
NU HOLDINGS LTD
SOLEShares987K
TypeSH
Market value$13.54M
4.08%
Sole
987K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares33.80K
TypeSH
Market value$11.39M
3.43%
Sole
33.80K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares112K
TypeSH
Market value$11.09M
3.34%
Sole
112K
Shared
0.00
None
0.00
KINSALE CAPITAL GROUP INC
SOLEShares20.20K
TypeSH
Market value$9.77M
2.95%
Sole
20.20K
Shared
0.00
None
0.00
APOLLO GLOBAL MANAGEMENT INC
SOLEShares65.40K
TypeSH
Market value$9.28M
2.80%
Sole
65.40K
Shared
0.00
None
0.00
SKYWARD SPECIALTY INSURANCE GROUP
SOLEShares133.10K
TypeSH
Market value$7.69M
2.32%
Sole
133.10K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares28.10K
TypeSH
Market value$7.50M
2.26%
Sole
28.10K
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares38.60K
TypeSH
Market value$6.20M
1.87%
Sole
38.60K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares17.80K
TypeSH
Market value$5.75M
1.73%
Sole
17.80K
Shared
0.00
None
0.00
FLAGSTAR FINANCIAL INC
SOLEShares428K
TypeSH
Market value$4.54M
1.37%
Sole
428K
Shared
0.00
None
0.00
EQT CORP
SOLEShares77K
TypeSH
Market value$4.49M
1.35%
Sole
77K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares20.20K
TypeSH
Market value$3.91M
1.18%
Sole
20.20K
Shared
0.00
None
0.00
ATEGRITY SPECIALTY INSURANCE CO
SOLEShares91K
TypeSH
Market value$1.96M
0.59%
Sole
91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KYNDRYL HOLDINGS INCSOLE | COM | 688K | SH | $28.87M 8.71% | 688K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 225K | SH | $26.32M 7.94% | 225K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 137K | SH | $24.67M 7.44% | 137K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 79K | SH | $22.97M 6.93% | 79K | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 727K | SH | $20.18M 6.09% | 727K | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM CL A | 1.19M | SH | $19.30M 5.82% | 1.19M | 0.00 | 0.00 |
QXO INCSOLE | COM | 850K | SH | $18.31M 5.52% | 850K | 0.00 | 0.00 |
MAREX GROUP PLCSOLE | ORD | 405.60K | SH | $16.01M 4.83% | 405.60K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 74.40K | SH | $14.98M 4.52% | 74.40K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | COM CL A | 135K | SH | $14.35M 4.33% | 135K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 107.50K | SH | $14.30M 4.31% | 107.50K | 0.00 | 0.00 |
NATIONAL VISION HOLDINGS INCSOLE | COM | 619.90K | SH | $14.26M 4.30% | 619.90K | 0.00 | 0.00 |
NU HOLDINGS LTDSOLE | CL A | 987K | SH | $13.54M 4.08% | 987K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 33.80K | SH | $11.39M 3.43% | 33.80K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM | 112K | SH | $11.09M 3.34% | 112K | 0.00 | 0.00 |
KINSALE CAPITAL GROUP INCSOLE | COM | 20.20K | SH | $9.77M 2.95% | 20.20K | 0.00 | 0.00 |
APOLLO GLOBAL MANAGEMENT INCSOLE | COM | 65.40K | SH | $9.28M 2.80% | 65.40K | 0.00 | 0.00 |
SKYWARD SPECIALTY INSURANCE GROUPSOLE | COM | 133.10K | SH | $7.69M 2.32% | 133.10K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 28.10K | SH | $7.50M 2.26% | 28.10K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM | 38.60K | SH | $6.20M 1.87% | 38.60K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 17.80K | SH | $5.75M 1.73% | 17.80K | 0.00 | 0.00 |
FLAGSTAR FINANCIAL INCSOLE | COM | 428K | SH | $4.54M 1.37% | 428K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 77K | SH | $4.49M 1.35% | 77K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 20.20K | SH | $3.91M 1.18% | 20.20K | 0.00 | 0.00 |
ATEGRITY SPECIALTY INSURANCE COSOLE | COM | 91K | SH | $1.96M 0.59% | 91K | 0.00 | 0.00 |