FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,173.71-0.12%
XLE57.000.23%
STOXX50E5,860.32-0.39%
XLF51.760.66%
FTSE10,321.09-0.56%
IXIC24,860.380.10%
RUT2,786.57-0.02%
GSPC7,172.700.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM

Institutional Manager · CIK 0001684868

Engle Capital Management, L.P.

GREENWICH, CT · File #028-17809

Latest AUM
$259.1M
Positions
27
Top-10 Concentration
68.3%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWLEGENCE CORPLGN+559,000+$24.1M$0
EXITEDNATIONAL VISION HOLDINGS INC63845R107-541,898-$15.8M$0
REDUCECARVANA COCVNA-37,456-$15.8M+$1.9M
EXITEDSHARKNINJA INCG8068L108-149,360-$15.4M$0
EXITEDACV AUCTIONS INC00091G104-1,213,329-$12.0M$0
EXITEDWIX.COM LTCM98068105-67,600-$12.0M$0
NEWMETA PLATFORMS INCMETA+16,971+$11.2M$0
REDUCEQXO INCQXO-PB-537,954-$10.4M+$206,070
EXITEDALIBABA GROUP HOLDING LTD01609W102-48,500-$8.7M$0
REDUCEBILL HOLDINGS INCBILL-152,500-$8.3M+$361,885

Sector Allocation

Industrials
27.6%$71.6M
Utilities
23.1%$59.8M
Financials
13.1%$34.0M
Real Estate
4.3%$11.2M
Technology
2.2%$5.7M
Energy
1.6%$4.2M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1TALEN ENERGY CORPTLN77,000$28.9M11.14%
2BBB FOODS INCTBBB750,000$25.0M9.66%
3LEGENCE CORPLGN559,000$24.1M9.28%
4CONSTRUCTION PARTNERS INCROAD185,000$20.1M7.75%
5VISTRA CORPVST110,000$17.7M6.85%
6AERCAP HOLDINGS NVAER120,000$17.3M6.66%
7CENTERPOINT ENERGY INCCNP345,000$13.2M5.10%
8COMPASS INCCOMP1,062,000$11.2M4.33%
9META PLATFORMS INCMETA16,971$11.2M4.32%
10STEPSTONE GROUP INCSTEP130,000$8.3M3.22%
11MAREX GROUP PLCMRX190,900$7.3M2.83%
12PPL CORPPPLC200,000$7.0M2.70%
13COMFORT SYSTEMS USA INC1999081047,500$7.0M2.70%
14QXO INCQXO-PB358,000$6.9M2.66%
15ALPHABET INCGOOG22,000$6.9M2.66%
16HAMILTON LANE INCHLNE50,000$6.7M2.59%
17NU HOLDINGS LTDNU393,000$6.6M2.54%
18TERAWULF INCWULF437,500$5.0M1.94%
19CITIGROUP INCC-PR42,000$4.9M1.89%
20BILL HOLDINGS INCBILL78,000$4.3M1.64%