13F-HR filed by Engle Capital Management, L.P.
Engle Capital Management, L.P. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 27 holding rows worth $259,146,843.
- Accession
- 0001385642-26-000002
- Filer
- CIK 1684868
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 27 entries on the cover page, a total value of $259,146,843 stated on the cover page (in dollars after the unit check, H1), rows summing to $259,146,843 with VALUE read as dollars as filed, 13F file number 028-17809. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 77,000 | $28,862,680 | dollars as filed | |
| BBB Foods Inc | G0896C103 | COM | 750,000 | $25,042,500 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 559,000 | $24,059,360 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 185,000 | $20,081,750 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 110,000 | $17,746,300 | dollars as filed | |
| AERCAP HOLDINGS NV SHS | N00985106 | Stock | 120,000 | $17,251,200 | dollars as filed | |
| CENTERPOINT ENERGY INC | 15189T107 | COM | 345,000 | $13,227,300 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 1,062,000 | $11,225,340 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 16,971 | $11,202,387 | dollars as filed | |
| STEPSTONE GROUP INC | 85914M107 | COM CL A | 130,000 | $8,342,100 | dollars as filed | |
| MAREX GROUP PLC | G5S37H101 | COMMON STOCK | 190,900 | $7,322,924 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 200,000 | $7,004,000 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 7,500 | $6,999,675 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 358,000 | $6,905,820 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 22,000 | $6,886,000 | dollars as filed | |
| HAMILTON LANE INC | 407497106 | CL A | 50,000 | $6,715,500 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 393,000 | $6,578,820 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 437,500 | $5,026,875 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 42,000 | $4,900,980 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 78,000 | $4,254,120 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 46,230 | $4,233,441 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 56,000 | $3,885,280 | dollars as filed | |
| CARDINAL INFRASTRUCTURE GR A | 14154A102 | COMMON STOCK | 131,000 | $3,167,580 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 10,333 | $3,164,275 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 6,000 | $2,532,120 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 59,900 | $1,468,748 | dollars as filed | |
| CIPHER DIGITAL INC COM | 17253J106 | Stock | 71,800 | $1,059,768 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001385642-26-000002 | this filing | 2026-02-17 | acceptance time not in the bulk data set |