Engle Capital Management, L.P.: 13F holdings
CIK 16848682026Q2
| Positions | 20 |
|---|---|
| Reported value | $364.1m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| WULF TERAWULF INC | 2,695,200 | $66.6m | 18.3% |
| CARDINAL INFRASTRUCTURE GROUP | 447,655 | $42.2m | 11.6% |
| ROAD CONSTRUCTION PARTNERS INC | 298,118 | $35.4m | 9.7% |
| BBB FOODS INC | 775,574 | $32.3m | 8.9% |
| LEGENCE CORP | 362,199 | $30.9m | 8.5% |
| TLN TALEN ENERGY CORP | 54,400 | $20.9m | 5.7% |
| CIFR CIPHER DIGITAL INC | 771,283 | $18.9m | 5.2% |
| AERCAP HOLDINGS NV | 127,802 | $18.6m | 5.1% |
| GOOGL ALPHABET INC | 42,968 | $15.4m | 4.2% |
| HUT HUT 8 CORP | 130,339 | $15.0m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1684868")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.