Filed: 8/14/2026ACC: 0001385642-26-000008
📋 What this filing means
ENGLE CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $364.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$364.10M
Total AUM (reported)
6.76M
Total Shares
Allocation by class
COM$171.25M47.0%
CL A$89.27M24.5%
COM CL A$47.82M13.1%
CL A COM$32.32M8.9%
SHS$18.63M5.1%
ORD$4.82M1.3%
Portfolio Concentration
Top 3$144.15M39.6%
4–10$152.02M41.8%
11–25$67.93M18.7%
Top 3 weight
39.6%
Top 10 weight
81.3%
Voting Authority Distribution
Total shares with voting rights: 6.76M
Sole
Full voting authority
6.76M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
TERAWULF INC
SOLEShares2.70M
TypeSH
Market value$66.57M
18.28%
Sole
2.70M
Shared
0.00
None
0.00
CARDINAL INFRASTRUCTURE GROUP
SOLEShares447.65K
TypeSH
Market value$42.17M
11.58%
Sole
447.65K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares298.12K
TypeSH
Market value$35.41M
9.72%
Sole
298.12K
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares775.57K
TypeSH
Market value$32.32M
8.88%
Sole
775.57K
Shared
0.00
None
0.00
LEGENCE CORP
SOLEShares362.20K
TypeSH
Market value$30.87M
8.48%
Sole
362.20K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares54.40K
TypeSH
Market value$20.90M
5.74%
Sole
54.40K
Shared
0.00
None
0.00
CIPHER DIGITAL INC
SOLEShares771.28K
TypeSH
Market value$18.90M
5.19%
Sole
771.28K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares127.80K
TypeSH
Market value$18.63M
5.12%
Sole
127.80K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares42.97K
TypeSH
Market value$15.36M
4.22%
Sole
42.97K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares130.34K
TypeSH
Market value$15.05M
4.13%
Sole
130.34K
Shared
0.00
None
0.00
STERLING INFRASTRUCTURE INC
SOLEShares17.20K
TypeSH
Market value$14.43M
3.96%
Sole
17.20K
Shared
0.00
None
0.00
STEPSTONE GROUP INC
SOLEShares300K
TypeSH
Market value$12.41M
3.41%
Sole
300K
Shared
0.00
None
0.00
FLOWSERVE CORP
SOLEShares143K
TypeSH
Market value$10.60M
2.91%
Sole
143K
Shared
0.00
None
0.00
SUNCRETE INC
SOLEShares288.10K
TypeSH
Market value$6.49M
1.78%
Sole
288.10K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares54.35K
TypeSH
Market value$5.53M
1.52%
Sole
54.35K
Shared
0.00
None
0.00
MAREX GROUP PLC
SOLEShares79.04K
TypeSH
Market value$4.82M
1.32%
Sole
79.04K
Shared
0.00
None
0.00
COMFORT SYSTEMS USA INC
SOLEShares2.42K
TypeSH
Market value$4.79M
1.32%
Sole
2.42K
Shared
0.00
None
0.00
DYCOM INDUSTRIES INC
SOLEShares9.16K
TypeSH
Market value$4.63M
1.27%
Sole
9.16K
Shared
0.00
None
0.00
APPLIED AEROSPACE & DEFENSE
SOLEShares146.79K
TypeSH
Market value$3.34M
0.92%
Sole
146.79K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares13.32K
TypeSH
Market value$876.5K
0.24%
Sole
13.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TERAWULF INCSOLE | COM | 2.70M | SH | $66.57M 18.28% | 2.70M | 0.00 | 0.00 |
CARDINAL INFRASTRUCTURE GROUPSOLE | CL A | 447.65K | SH | $42.17M 11.58% | 447.65K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | COM CL A | 298.12K | SH | $35.41M 9.72% | 298.12K | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 775.57K | SH | $32.32M 8.88% | 775.57K | 0.00 | 0.00 |
LEGENCE CORPSOLE | CL A | 362.20K | SH | $30.87M 8.48% | 362.20K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 54.40K | SH | $20.90M 5.74% | 54.40K | 0.00 | 0.00 |
CIPHER DIGITAL INCSOLE | COM | 771.28K | SH | $18.90M 5.19% | 771.28K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 127.80K | SH | $18.63M 5.12% | 127.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CL A | 42.97K | SH | $15.36M 4.22% | 42.97K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 130.34K | SH | $15.05M 4.13% | 130.34K | 0.00 | 0.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 17.20K | SH | $14.43M 3.96% | 17.20K | 0.00 | 0.00 |
STEPSTONE GROUP INCSOLE | COM CL A | 300K | SH | $12.41M 3.41% | 300K | 0.00 | 0.00 |
FLOWSERVE CORPSOLE | COM | 143K | SH | $10.60M 2.91% | 143K | 0.00 | 0.00 |
SUNCRETE INCSOLE | COM | 288.10K | SH | $6.49M 1.78% | 288.10K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 54.35K | SH | $5.53M 1.52% | 54.35K | 0.00 | 0.00 |
MAREX GROUP PLCSOLE | ORD | 79.04K | SH | $4.82M 1.32% | 79.04K | 0.00 | 0.00 |
COMFORT SYSTEMS USA INCSOLE | COM | 2.42K | SH | $4.79M 1.32% | 2.42K | 0.00 | 0.00 |
DYCOM INDUSTRIES INCSOLE | COM | 9.16K | SH | $4.63M 1.27% | 9.16K | 0.00 | 0.00 |
APPLIED AEROSPACE & DEFENSESOLE | COM | 146.79K | SH | $3.34M 0.92% | 146.79K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 13.32K | SH | $876.5K 0.24% | 13.32K | 0.00 | 0.00 |