Filed: 2/17/2026ACC: 0001385642-26-000002
📋 What this filing means
ENGLE CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $259.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$259.15M
Total AUM (reported)
5.52M
Total Shares
Allocation by class
COM$108.74M42.0%
CL A$72.37M27.9%
COM CL A$28.42M11.0%
CL A COM$25.04M9.7%
SHS$17.25M6.7%
ORD$7.32M2.8%
Portfolio Concentration
Top 3$77.96M30.1%
4–10$99.08M38.2%
11–25$79.58M30.7%
Rest$2.53M1.0%
Top 3 weight
30.1%
Top 10 weight
68.3%
Voting Authority Distribution
Total shares with voting rights: 5.52M
Sole
Full voting authority
5.52M
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)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
TALEN ENERGY CORP
SOLEShares77K
TypeSH
Market value$28.86M
11.14%
Sole
77K
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares750K
TypeSH
Market value$25.04M
9.66%
Sole
750K
Shared
0.00
None
0.00
LEGENCE CORP
SOLEShares559K
TypeSH
Market value$24.06M
9.28%
Sole
559K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares185K
TypeSH
Market value$20.08M
7.75%
Sole
185K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares110K
TypeSH
Market value$17.75M
6.85%
Sole
110K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares120K
TypeSH
Market value$17.25M
6.66%
Sole
120K
Shared
0.00
None
0.00
CENTERPOINT ENERGY INC
SOLEShares345K
TypeSH
Market value$13.23M
5.10%
Sole
345K
Shared
0.00
None
0.00
COMPASS INC
SOLEShares1.06M
TypeSH
Market value$11.23M
4.33%
Sole
1.06M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares16.97K
TypeSH
Market value$11.20M
4.32%
Sole
16.97K
Shared
0.00
None
0.00
STEPSTONE GROUP INC
SOLEShares130K
TypeSH
Market value$8.34M
3.22%
Sole
130K
Shared
0.00
None
0.00
MAREX GROUP PLC
SOLEShares190.90K
TypeSH
Market value$7.32M
2.83%
Sole
190.90K
Shared
0.00
None
0.00
PPL CORP
SOLEShares200K
TypeSH
Market value$7.00M
2.70%
Sole
200K
Shared
0.00
None
0.00
COMFORT SYSTEMS USA INC
SOLEShares7.50K
TypeSH
Market value$7.00M
2.70%
Sole
7.50K
Shared
0.00
None
0.00
QXO INC
SOLEShares358K
TypeSH
Market value$6.91M
2.66%
Sole
358K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares22K
TypeSH
Market value$6.89M
2.66%
Sole
22K
Shared
0.00
None
0.00
HAMILTON LANE INC
SOLEShares50K
TypeSH
Market value$6.72M
2.59%
Sole
50K
Shared
0.00
None
0.00
NU HOLDINGS LTD
SOLEShares393K
TypeSH
Market value$6.58M
2.54%
Sole
393K
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares437.50K
TypeSH
Market value$5.03M
1.94%
Sole
437.50K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares42K
TypeSH
Market value$4.90M
1.89%
Sole
42K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares78K
TypeSH
Market value$4.25M
1.64%
Sole
78K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares46.23K
TypeSH
Market value$4.23M
1.63%
Sole
46.23K
Shared
0.00
None
0.00
FLOWSERVE CORP
SOLEShares56K
TypeSH
Market value$3.89M
1.50%
Sole
56K
Shared
0.00
None
0.00
CARDINAL INFRASTRUCTURE GROUP
SOLEShares131K
TypeSH
Market value$3.17M
1.22%
Sole
131K
Shared
0.00
None
0.00
STERLING INFRASTRUCTURE INC
SOLEShares10.33K
TypeSH
Market value$3.16M
1.22%
Sole
10.33K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares6K
TypeSH
Market value$2.53M
0.98%
Sole
6K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TALEN ENERGY CORPSOLE | COM | 77K | SH | $28.86M 11.14% | 77K | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 750K | SH | $25.04M 9.66% | 750K | 0.00 | 0.00 |
LEGENCE CORPSOLE | CL A | 559K | SH | $24.06M 9.28% | 559K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | COM CL A | 185K | SH | $20.08M 7.75% | 185K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 110K | SH | $17.75M 6.85% | 110K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 120K | SH | $17.25M 6.66% | 120K | 0.00 | 0.00 |
CENTERPOINT ENERGY INCSOLE | COM | 345K | SH | $13.23M 5.10% | 345K | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 1.06M | SH | $11.23M 4.33% | 1.06M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 16.97K | SH | $11.20M 4.32% | 16.97K | 0.00 | 0.00 |
STEPSTONE GROUP INCSOLE | COM CL A | 130K | SH | $8.34M 3.22% | 130K | 0.00 | 0.00 |
MAREX GROUP PLCSOLE | ORD | 190.90K | SH | $7.32M 2.83% | 190.90K | 0.00 | 0.00 |
PPL CORPSOLE | COM | 200K | SH | $7.00M 2.70% | 200K | 0.00 | 0.00 |
COMFORT SYSTEMS USA INCSOLE | COM | 7.50K | SH | $7.00M 2.70% | 7.50K | 0.00 | 0.00 |
QXO INCSOLE | COM | 358K | SH | $6.91M 2.66% | 358K | 0.00 | 0.00 |
ALPHABET INCSOLE | CL A | 22K | SH | $6.89M 2.66% | 22K | 0.00 | 0.00 |
HAMILTON LANE INCSOLE | CL A | 50K | SH | $6.72M 2.59% | 50K | 0.00 | 0.00 |
NU HOLDINGS LTDSOLE | CL A | 393K | SH | $6.58M 2.54% | 393K | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 437.50K | SH | $5.03M 1.94% | 437.50K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM | 42K | SH | $4.90M 1.89% | 42K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 78K | SH | $4.25M 1.64% | 78K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 46.23K | SH | $4.23M 1.63% | 46.23K | 0.00 | 0.00 |
FLOWSERVE CORPSOLE | COM | 56K | SH | $3.89M 1.50% | 56K | 0.00 | 0.00 |
CARDINAL INFRASTRUCTURE GROUPSOLE | CL A | 131K | SH | $3.17M 1.22% | 131K | 0.00 | 0.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 10.33K | SH | $3.16M 1.22% | 10.33K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 6K | SH | $2.53M 0.98% | 6K | 0.00 | 0.00 |
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