Filed: 11/14/2025ACC: 0001385642-25-000012
📋 What this filing means
ENGLE CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $283.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$283.51M
Total AUM (reported)
6.55M
Total Shares
Allocation by class
COM$146.30M51.6%
COM CL A$35.81M12.6%
CL A$31.12M11.0%
SHS$30.65M10.8%
CL A COM$19.86M7.0%
ORD$11.10M3.9%
ADS$8.67M3.1%
Portfolio Concentration
Top 3$72.82M25.7%
4–10$106.80M37.7%
11–25$103.89M36.6%
Top 3 weight
25.7%
Top 10 weight
63.4%
Voting Authority Distribution
Total shares with voting rights: 6.55M
Sole
Full voting authority
6.55M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
TALEN ENERGY CORP
SOLEShares84.34K
TypeSH
Market value$35.88M
12.65%
Sole
84.34K
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares736.77K
TypeSH
Market value$19.86M
7.01%
Sole
736.77K
Shared
0.00
None
0.00
QXO INC
SOLEShares895.95K
TypeSH
Market value$17.08M
6.02%
Sole
895.95K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares85.18K
TypeSH
Market value$16.69M
5.89%
Sole
85.18K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares43.46K
TypeSH
Market value$16.39M
5.78%
Sole
43.46K
Shared
0.00
None
0.00
NATIONAL VISION HOLDINGS INC
SOLEShares541.90K
TypeSH
Market value$15.82M
5.58%
Sole
541.90K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares121.97K
TypeSH
Market value$15.49M
5.46%
Sole
121.97K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares149.36K
TypeSH
Market value$15.41M
5.43%
Sole
149.36K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares122.26K
TypeSH
Market value$14.79M
5.22%
Sole
122.26K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares230.50K
TypeSH
Market value$12.21M
4.31%
Sole
230.50K
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares1.21M
TypeSH
Market value$12.02M
4.24%
Sole
1.21M
Shared
0.00
None
0.00
WIX.COM LTC
SOLEShares67.60K
TypeSH
Market value$12.01M
4.24%
Sole
67.60K
Shared
0.00
None
0.00
MAREX GROUP PLC
SOLEShares330.12K
TypeSH
Market value$11.10M
3.91%
Sole
330.12K
Shared
0.00
None
0.00
NU HOLDINGS LTD
SOLEShares662.80K
TypeSH
Market value$10.61M
3.74%
Sole
662.80K
Shared
0.00
None
0.00
ALIBABA GROUP HOLDING LTD
SOLEShares48.50K
TypeSH
Market value$8.67M
3.06%
Sole
48.50K
Shared
0.00
None
0.00
STEPSTONE GROUP INC
SOLEShares127K
TypeSH
Market value$8.29M
2.93%
Sole
127K
Shared
0.00
None
0.00
RESIDEO TECHNOLOGIES INC
SOLEShares187.70K
TypeSH
Market value$8.10M
2.86%
Sole
187.70K
Shared
0.00
None
0.00
CENTERPOINT ENERGY INC
SOLEShares206.10K
TypeSH
Market value$8.00M
2.82%
Sole
206.10K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares56.99K
TypeSH
Market value$7.41M
2.61%
Sole
56.99K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares17.41K
TypeSH
Market value$5.73M
2.02%
Sole
17.41K
Shared
0.00
None
0.00
COMPASS INC
SOLEShares512K
TypeSH
Market value$4.11M
1.45%
Sole
512K
Shared
0.00
None
0.00
APOLLO GLOBAL MANAGEMENT INC
SOLEShares29.95K
TypeSH
Market value$3.99M
1.41%
Sole
29.95K
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares79.30K
TypeSH
Market value$3.85M
1.36%
Sole
79.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TALEN ENERGY CORPSOLE | COM | 84.34K | SH | $35.88M 12.65% | 84.34K | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 736.77K | SH | $19.86M 7.01% | 736.77K | 0.00 | 0.00 |
QXO INCSOLE | COM | 895.95K | SH | $17.08M 6.02% | 895.95K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 85.18K | SH | $16.69M 5.89% | 85.18K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 43.46K | SH | $16.39M 5.78% | 43.46K | 0.00 | 0.00 |
NATIONAL VISION HOLDINGS INCSOLE | COM | 541.90K | SH | $15.82M 5.58% | 541.90K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | COM CL A | 121.97K | SH | $15.49M 5.46% | 121.97K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM | 149.36K | SH | $15.41M 5.43% | 149.36K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 122.26K | SH | $14.79M 5.22% | 122.26K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 230.50K | SH | $12.21M 4.31% | 230.50K | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM CL A | 1.21M | SH | $12.02M 4.24% | 1.21M | 0.00 | 0.00 |
WIX.COM LTCSOLE | SHS | 67.60K | SH | $12.01M 4.24% | 67.60K | 0.00 | 0.00 |
MAREX GROUP PLCSOLE | ORD | 330.12K | SH | $11.10M 3.91% | 330.12K | 0.00 | 0.00 |
NU HOLDINGS LTDSOLE | CL A | 662.80K | SH | $10.61M 3.74% | 662.80K | 0.00 | 0.00 |
ALIBABA GROUP HOLDING LTDSOLE | ADS | 48.50K | SH | $8.67M 3.06% | 48.50K | 0.00 | 0.00 |
STEPSTONE GROUP INCSOLE | COM CL A | 127K | SH | $8.29M 2.93% | 127K | 0.00 | 0.00 |
RESIDEO TECHNOLOGIES INCSOLE | COM | 187.70K | SH | $8.10M 2.86% | 187.70K | 0.00 | 0.00 |
CENTERPOINT ENERGY INCSOLE | COM | 206.10K | SH | $8.00M 2.82% | 206.10K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 56.99K | SH | $7.41M 2.61% | 56.99K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 17.41K | SH | $5.73M 2.02% | 17.41K | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 512K | SH | $4.11M 1.45% | 512K | 0.00 | 0.00 |
APOLLO GLOBAL MANAGEMENT INCSOLE | COM | 29.95K | SH | $3.99M 1.41% | 29.95K | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 79.30K | SH | $3.85M 1.36% | 79.30K | 0.00 | 0.00 |