Filed: 5/15/2026ACC: 0001385642-26-000003
📋 What this filing means
ENGLE CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $293.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$293.49M
Total AUM (reported)
8.40M
Total Shares
Allocation by class
COM$140.20M47.8%
CL A$58.71M20.0%
COM CL A$34.10M11.6%
SHS$26.24M8.9%
CL A COM$25.29M8.6%
ORD$8.96M3.1%
Portfolio Concentration
Top 3$96.69M32.9%
4–10$119.12M40.6%
11–25$77.68M26.5%
Top 3 weight
32.9%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 8.40M
Sole
Full voting authority
8.40M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
TERAWULF INC
SOLEShares2.95M
TypeSH
Market value$42.57M
14.50%
Sole
2.95M
Shared
0.00
None
0.00
LEGENCE CORP
SOLEShares510.70K
TypeSH
Market value$28.83M
9.82%
Sole
510.70K
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares715K
TypeSH
Market value$25.29M
8.62%
Sole
715K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares205K
TypeSH
Market value$22.78M
7.76%
Sole
205K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares164K
TypeSH
Market value$22.50M
7.67%
Sole
164K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares62.50K
TypeSH
Market value$19.95M
6.80%
Sole
62.50K
Shared
0.00
None
0.00
FLOWSERVE CORP
SOLEShares250K
TypeSH
Market value$18.38M
6.26%
Sole
250K
Shared
0.00
None
0.00
CARDINAL INFRASTRUCTURE GROUP
SOLEShares318K
TypeSH
Market value$12.61M
4.30%
Sole
318K
Shared
0.00
None
0.00
COMFORT SYSTEMS USA INC
SOLEShares8.40K
TypeSH
Market value$11.58M
3.95%
Sole
8.40K
Shared
0.00
None
0.00
STEPSTONE GROUP INC
SOLEShares237.22K
TypeSH
Market value$11.32M
3.86%
Sole
237.22K
Shared
0.00
None
0.00
STERLING INFRASTRUCTURE INC
SOLEShares26.50K
TypeSH
Market value$10.79M
3.68%
Sole
26.50K
Shared
0.00
None
0.00
FORGENT POWER SOLUTIONS INC
SOLEShares362.60K
TypeSH
Market value$10.61M
3.62%
Sole
362.60K
Shared
0.00
None
0.00
CIPHER MINING INC
SOLEShares777K
TypeSH
Market value$10.00M
3.41%
Sole
777K
Shared
0.00
None
0.00
MAREX GROUP PLC
SOLEShares201K
TypeSH
Market value$8.96M
3.05%
Sole
201K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares26.35K
TypeSH
Market value$7.58M
2.58%
Sole
26.35K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares149.80K
TypeSH
Market value$7.03M
2.39%
Sole
149.80K
Shared
0.00
None
0.00
FERMI INC
SOLEShares1.01M
TypeSH
Market value$5.93M
2.02%
Sole
1.01M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares12K
TypeSH
Market value$3.77M
1.29%
Sole
12K
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares66.80K
TypeSH
Market value$3.74M
1.28%
Sole
66.80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.50K
TypeSH
Market value$3.72M
1.27%
Sole
6.50K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares30.83K
TypeSH
Market value$3.35M
1.14%
Sole
30.83K
Shared
0.00
None
0.00
COMPASS INC
SOLEShares300K
TypeSH
Market value$2.19M
0.75%
Sole
300K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TERAWULF INCSOLE | COM | 2.95M | SH | $42.57M 14.50% | 2.95M | 0.00 | 0.00 |
LEGENCE CORPSOLE | CL A | 510.70K | SH | $28.83M 9.82% | 510.70K | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 715K | SH | $25.29M 8.62% | 715K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | COM CL A | 205K | SH | $22.78M 7.76% | 205K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 164K | SH | $22.50M 7.67% | 164K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 62.50K | SH | $19.95M 6.80% | 62.50K | 0.00 | 0.00 |
FLOWSERVE CORPSOLE | COM | 250K | SH | $18.38M 6.26% | 250K | 0.00 | 0.00 |
CARDINAL INFRASTRUCTURE GROUPSOLE | CL A | 318K | SH | $12.61M 4.30% | 318K | 0.00 | 0.00 |
COMFORT SYSTEMS USA INCSOLE | COM | 8.40K | SH | $11.58M 3.95% | 8.40K | 0.00 | 0.00 |
STEPSTONE GROUP INCSOLE | COM CL A | 237.22K | SH | $11.32M 3.86% | 237.22K | 0.00 | 0.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 26.50K | SH | $10.79M 3.68% | 26.50K | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCSOLE | COM | 362.60K | SH | $10.61M 3.62% | 362.60K | 0.00 | 0.00 |
CIPHER MINING INCSOLE | COM | 777K | SH | $10.00M 3.41% | 777K | 0.00 | 0.00 |
MAREX GROUP PLCSOLE | ORD | 201K | SH | $8.96M 3.05% | 201K | 0.00 | 0.00 |
ALPHABET INCSOLE | CL A | 26.35K | SH | $7.58M 2.58% | 26.35K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 149.80K | SH | $7.03M 2.39% | 149.80K | 0.00 | 0.00 |
FERMI INCSOLE | COM | 1.01M | SH | $5.93M 2.02% | 1.01M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 12K | SH | $3.77M 1.29% | 12K | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 66.80K | SH | $3.74M 1.28% | 66.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.50K | SH | $3.72M 1.27% | 6.50K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 30.83K | SH | $3.35M 1.14% | 30.83K | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 300K | SH | $2.19M 0.75% | 300K | 0.00 | 0.00 |