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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 $364,100,903 across 20 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 81.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001385642-26-000008

Period
2026-06-30
Reported value
$364M
Holdings
20
Top 10 weight
81.34%
New
3
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CDNLadded+129,655$12.2M
ROADadded+93,118$11.1M
RMIXnew+288,104$6.49M
GOOGLadded+16,616$5.94M
DYnew+9,160$4.63M

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
LGNreduced-148,501-$12.7M
FIXreduced-5,983-$11.9M
FPSexited-362,600-$10.6M
FLSreduced-107,000-$7.94M
STRLreduced-9,304-$7.81M

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, Q2 2026

Share positions as resolved from 13F-HR 0001385642-26-000008, largest first. % of portfolio is the value over $364,100,904, 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437,500 shares; 2026Q1: 2,950,100 shares; 2026Q2: 2,695,200 shares 2,695,200$66.6M18.28%-254,900Timeline
CDNLCARDINAL INFRASTRUCTURE GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,000 shares; 2026Q1: 318,000 shares; 2026Q2: 447,655 shares 447,655$42.2M11.58%+129,655Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 298,118 shares 298,118$35.4M9.72%+93,118Timeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 775,574 shares 775,574$32.3M8.88%+60,574Timeline
LGNLEGENCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 559,000 shares; 2026Q1: 510,700 shares; 2026Q2: 362,199 shares 362,199$30.9M8.48%-148,501Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 54,400 shares 54,400$20.9M5.74%-8,102Timeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,800 shares; 2026Q1: 777,000 shares; 2026Q2: 771,283 shares 771,283$18.9M5.19%-5,717Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 127,802 shares 127,802$18.6M5.12%-36,198Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares; 2026Q1: 26,352 shares; 2026Q2: 42,968 shares 42,968$15.4M4.22%+16,616Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149,800 shares; 2026Q2: 130,339 shares 130,339$15M4.13%-19,461Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,333 shares; 2026Q1: 26,500 shares; 2026Q2: 17,196 shares 17,196$14.4M3.96%-9,304Timeline
STEPSTEPSTONE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,000 shares; 2025Q4: 130,000 shares; 2026Q1: 237,216 shares; 2026Q2: 300,000 shares 300,000$12.4M3.41%+62,784Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,000 shares; 2026Q1: 250,000 shares; 2026Q2: 143,000 shares 143,000$10.6M2.91%-107,000Timeline
RMIXSUNCRETE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 288,104 shares 288,104$6.49M1.78%newTimeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,230 shares; 2026Q1: 30,833 shares; 2026Q2: 54,347 shares 54,347$5.53M1.52%+23,514Timeline
MRXMAREX GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 79,037 shares 79,037$4.82M1.32%-121,959Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 8,400 shares; 2026Q2: 2,417 shares 2,417$4.79M1.32%-5,983Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,160 shares 9,160$4.63M1.27%newTimeline
AADXAPPLIED AEROSPACE & DEFENSEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,787 shares 146,787$3.34M0.92%newTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,316 shares 13,316$876K0.24%+1,316Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
FPSFORGENT POWER SOLUTIONS INC362,600$10.6Mshares
FRMIFERMI INC1,015,000$5.93Mshares
AMRZAMRIZE LTD66,800$3.74Mshares
METAMETA PLATFORMS INC6,500$3.72Mshares
COMPCOMPASS INC300,000$2.19Mshares

How Q2 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 0001385642-26-000008 base2026-08-14acceptance time not in the bulk data set