ENGLE CAPITAL MANAGEMENT, L.P. 13F Portfolio
ENGLE CAPITAL MANAGEMENT, L.P. runs ENGLE CAPITAL MANAGEMENT, L.P. and currently holds 20 stock positions, which is fewer than the average of 231 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%.
Portfolio Value
$364.10M
Alpha Score
100.7
#0 of 1000
Holdings
20
ENGLE CAPITAL MANAGEMENT, L.P. Current 13F Holdings
Reported holdings from ENGLE CAPITAL MANAGEMENT, L.P.'s latest SEC 13F filing, ranked by portfolio weight.
20 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 WULF TERAWULF INC | 18.28% | $13.99 | $13.77 | -1.57% | Trimmed -8.64% |
 CDNL CARDINAL INFRASTRUCTURE GROUP | 11.58% | $50.93 | $21.12 | -58.53% | Added +40.77% |
 ROAD CONSTRUCTION PARTNERS INC | 9.72% | $92.26 | $86.81 | -5.91% | Added +45.42% |
 LGN LEGENCE CORP | 8.48% | $43.04 | $51.53 | +19.73% | Trimmed -29.08% |
 TLN TALEN ENERGY CORP | 5.74% | $225.90 | $378.57 | +67.58% | Trimmed -12.96% |
 CIFR CIPHER DIGITAL INC | 5.19% | $13.04 | $13.52 | +3.68% | Trimmed -0.74% |
 AER AERCAP HOLDINGS NV | 5.12% | $108.22 | $144.74 | +33.75% | Trimmed -22.07% |
 GOOGL ALPHABET INC | 4.22% | $327.58 | $351.66 | +7.35% | Added +63.05% |
 HUT HUT 8 CORP | 4.13% | $46.91 | $84.27 | +79.64% | Trimmed -12.99% |
 STRL STERLING INFRASTRUCTURE INC | 3.96% | $367.87 | $513.00 | +39.45% | Trimmed -35.11% |
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