StockDriftsStockDriftsTop 22 Engle Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WULF | TERAWULF INC | 14.5% | 2.95M | $42.6M | +574.31%(+2.51M) | $12.74(+75.24%) | 2026-03-31 | |
| LGN | LEGENCE CORP | 9.82% | 510.7K | $28.8M | -8.64%(-48.30K) | $36.93(+128.30%) | 2026-03-31 | |
| TBBB | BBB FOODS INC | 8.62% | 715.0K | $25.3M | -4.67%(-35.00K) | $24.55(+48.89%) | 2026-03-31 | |
| ROAD | CONSTRUCTION PARTNERS INC | 7.76% | 205.0K | $22.8M | +10.81%(+20.00K) | $82.27(+43.49%) | 2026-03-31 | |
| AER | AERCAP HOLDINGS NV | 7.67% | 164.0K | $22.5M | +36.67%(+44.00K) | $108.00(+29.41%) | 2026-03-31 | |
| TLN | TALEN ENERGY CORP | 6.8% | 62.5K | $20.0M | -18.83%(-14.50K) | $186.45(+79.26%) | 2026-03-31 | |
| FLS | FLOWSERVE CORP | 6.26% | 250.0K | $18.4M | +346.43%(+194.00K) | $69.16(-5.92%) | 2026-03-31 | |
| CDNL | CARDINAL INFRASTRUCTURE GROUP | 4.3% | 318.0K | $12.6M | +142.75%(+187.00K) | $28.73(+81.50%) | 2026-03-31 | |
| FIX | COMFORT SYSTEMS USA INC | 3.95% | 8.4K | $11.6M | +12.00%(+900) | $908.90(+119.25%) | 2026-03-31 | |
| STEP | STEPSTONE GROUP INC | 3.86% | 237.2K | $11.3M | +82.47%(+107.22K) | $58.44(-8.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.81% | +63.50% |
| Top 20 Holdings Unweighted | +18.73% | +67.36% |
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