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ENGLE CAPITAL MANAGEMENT, L.P.
ENGLE CAPITAL MANAGEMENT, L.P.
Latest filing: 2026-06-30
ENGLE CAPITAL MANAGEMENT, L.P. runs ENGLE CAPITAL MANAGEMENT, L.P. and currently holds 20 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $364.10M. Their top holdings are WULF, CDNL, ROAD, LGN, TLN. The top five represent 53.8% of reported portfolio weight. ENGLE CAPITAL MANAGEMENT, L.P. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ENGLE CAPITAL MANAGEMENT, L.P. initiated 3 new positions. They added to 6 existing positions. They trimmed 10 positions. Their current best-performing preview position is HUT with returns of +146.11%.
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20 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 WULF TERAWULF INC | 18.28% | $13.99 | $15.64 | +11.79% | Trimmed -8.64% |
 CDNL CARDINAL INFRASTRUCTURE GROUP | 11.58% | $50.93 | $43.50 | -14.59% | Added +40.77% |
 ROAD CONSTRUCTION PARTNERS INC | 9.72% | $92.26 | $112.17 | +21.58% | Added +45.42% |
 LGN LEGENCE CORP | 8.48% | $43.04 | $59.37 | +37.94% | Trimmed -29.08% |
 TLN TALEN ENERGY CORP | 5.74% | $225.90 | $314.46 | +39.20% | Trimmed -12.96% |
 CIFR CIPHER DIGITAL INC | 5.19% | $13.04 | $15.77 | +20.90% | Trimmed -0.74% |
 AER AERCAP HOLDINGS NV | 5.12% | $108.22 | $146.29 | +35.18% | Trimmed -22.07% |
 GOOGL ALPHABET INC | 4.22% | $327.58 | $344.82 | +5.26% | Added +63.05% |
 HUT HUT 8 CORP | 4.13% | $46.91 | $80.86 | +72.37% | Trimmed -12.99% |
 STRL STERLING INFRASTRUCTURE INC | 3.96% | $367.87 | $516.81 | +40.49% | Trimmed -35.11% |
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