StockDriftsStockDriftsTop 18 Engle Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WULF | TERAWULF INC | 18.28% | 2.70M | $66.6M | -8.64%(-254.90K) | $12.74(+34.41%) | 2026-06-30 | |
| CDNL | CARDINAL INFRASTRUCTURE GROUP | 11.58% | 447.7K | $42.2M | +40.77%(+129.66K) | $39.46(-0.10%) | 2026-06-30 | |
| ROAD | CONSTRUCTION PARTNERS INC | 9.72% | 298.1K | $35.4M | +45.42%(+93.12K) | $91.67(+30.72%) | 2026-06-30 | |
| TBBB | BBB FOODS INC | 8.88% | 775.6K | $32.3M | +8.47%(+60.57K) | $25.61(+89.22%) | 2026-06-30 | |
| LGN | LEGENCE CORP | 8.48% | 362.2K | $30.9M | -29.08%(-148.50K) | $36.93(+79.76%) | 2026-06-30 | |
| TLN | TALEN ENERGY CORP | 5.74% | 54.4K | $20.9M | -12.96%(-8.10K) | $186.45(+94.55%) | 2026-06-30 | |
| CIFR | CIPHER DIGITAL INC | 5.19% | 771.3K | $18.9M | -0.74%(-5.72K) | $13.80(+29.36%) | 2026-06-30 | |
| AER | AERCAP HOLDINGS NV | 5.12% | 127.8K | $18.6M | -22.07%(-36.20K) | $108.00(+41.16%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.22% | 43.0K | $15.4M | +63.05%(+16.62K) | $294.76(+16.95%) | 2026-06-30 | |
| HUT | HUT 8 CORP | 4.13% | 130.3K | $15.0M | -12.99%(-19.46K) | $46.42(+84.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.57% | +117.54% | +13.38% | +87.39% |
| Top 20 Holdings Unweighted | +30.58% | +122.64% | +11.03% | +68.76% |
Engle Capital Management L P reports $364.10M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are WULF (18.3%), CDNL (11.6%) and ROAD (9.7%). The top 20 holdings account for 97.29% of reported assets. Its disclosed equity book has returned +117.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Engle Capital Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1684868). View Engle Capital Management L P’s 13F filings on SEC