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Engle Capital Management, L.P.

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13F filer, CIK 1684868, GREENWICH, CT

Engle Capital Management, L.P. reported $293,491,848 across 22 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 73.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001385642-26-000003

Period
2026-03-31
Reported value
$293M
Holdings
22
Top 10 weight
73.53%
New
4
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WULFadded+2,512,600$36.3M
FLSadded+194,000$14.3M
FPSnew+362,600$10.6M
CIFRadded+705,200$9.08M
CDNLadded+187,000$7.42M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VSTexited-110,000-$17.7M
CNPexited-345,000-$13.2M
PPLexited-200,000-$7M
QXOexited-358,000-$6.91M
HLNEexited-50,000-$6.72M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001385642-26-000003, largest first. % of portfolio is the value over $293,491,848, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437,500 shares; 2026Q1: 2,950,100 shares 2,950,100$42.6M14.5%+2,512,600Timeline
LGNLEGENCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 559,000 shares; 2026Q1: 510,700 shares 510,700$28.8M9.82%-48,300Timeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617,000 shares; 2024Q4: 600,000 shares; 2025Q1: 690,000 shares; 2025Q2: 727,000 shares; 2025Q3: 736,769 shares; 2025Q4: 750,000 shares; 2026Q1: 715,000 shares 715,000$25.3M8.62%-35,000Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,691 shares; 2024Q4: 152,000 shares; 2025Q1: 137,000 shares; 2025Q2: 135,000 shares; 2025Q3: 121,974 shares; 2025Q4: 185,000 shares; 2026Q1: 205,000 shares 205,000$22.8M7.76%+20,000Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,940 shares; 2024Q4: 185,000 shares; 2025Q1: 205,000 shares; 2025Q2: 225,000 shares; 2025Q3: 122,257 shares; 2025Q4: 120,000 shares; 2026Q1: 164,000 shares 164,000$22.5M7.67%+44,000Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,638 shares; 2024Q4: 160,000 shares; 2025Q1: 55,000 shares; 2025Q2: 79,000 shares; 2025Q3: 84,338 shares; 2025Q4: 77,000 shares; 2026Q1: 62,502 shares 62,502$20M6.8%-14,498Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,000 shares; 2026Q1: 250,000 shares 250,000$18.4M6.26%+194,000Timeline
CDNLCARDINAL INFRASTRUCTURE GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,000 shares; 2026Q1: 318,000 shares 318,000$12.6M4.3%+187,000Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 8,400 shares 8,400$11.6M3.95%+900Timeline
STEPSTEPSTONE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,000 shares; 2025Q4: 130,000 shares; 2026Q1: 237,216 shares 237,216$11.3M3.86%+107,216Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,333 shares; 2026Q1: 26,500 shares 26,500$10.8M3.68%+16,167Timeline
FPSFORGENT POWER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362,600 shares 362,600$10.6M3.62%newTimeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,800 shares; 2026Q1: 777,000 shares 777,000$10M3.41%+705,200Timeline
MRXMAREX GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,140 shares; 2025Q2: 405,600 shares; 2025Q3: 330,119 shares; 2025Q4: 190,900 shares; 2026Q1: 200,996 shares 200,996$8.96M3.05%+10,096Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares; 2026Q1: 26,352 shares 26,352$7.58M2.58%+4,352Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149,800 shares 149,800$7.03M2.39%newTimeline
FRMIFERMI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,015,000 shares 1,015,000$5.93M2.02%newTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,800 shares; 2025Q3: 43,456 shares; 2025Q4: 6,000 shares; 2026Q1: 12,000 shares 12,000$3.77M1.29%+6,000Timeline
AMRZAMRIZE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,300 shares; 2025Q4: not reported; 2026Q1: 66,800 shares 66,800$3.74M1.28%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,971 shares; 2026Q1: 6,500 shares 6,500$3.72M1.27%-10,471Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,230 shares; 2026Q1: 30,833 shares 30,833$3.35M1.14%-15,397Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 512,000 shares; 2025Q4: 1,062,000 shares; 2026Q1: 300,000 shares 300,000$2.19M0.75%-762,000Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VSTVISTRA CORP110,000$17.7Mshares
CNPCENTERPOINT ENERGY INC345,000$13.2Mshares
PPLPPL CORP200,000$7Mshares
QXOQXO INC358,000$6.91Mshares
HLNEHAMILTON LANE INC50,000$6.72Mshares
NUNU HLDGS LTD393,000$6.58Mshares
CCITIGROUP INC42,000$4.9Mshares
BILLBILL HOLDINGS INC78,000$4.25Mshares
APLDAPPLIED DIGITAL CORP59,900$1.47Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001385642-26-000003 base2026-05-15acceptance time not in the bulk data set