Engle Capital Management, L.P.

GREENWICH, CT · CIK 1684868 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2017 · limited partnership

Assets managed$492.4m
Staff8 · 5 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $398.5m gross assets
Websiteenglecap.com
Form ADV · 2026-03-30SEC adviser record

Legal entityENGLE CAPITAL MANAGEMENT, L.P. (US)

Kindhedge funds, futures
Others nearbyGreenwich, CT

As an employer

Offices in1 country
Private fundshedge 1

$364.1m reported value +24.1% vs Q1 2026

20positions

81.3%in top 10

3 new 6 added 11 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TERAWULF INC COM WULF	WULF	2,695,200	$66.6m18.28%	18.28%	Reduced -254.9k	-254,900 -8.6%
2	CARDINAL INFRASTRUCTURE GROU CL A CDNL	CDNL	447,655	$42.2m11.58%	11.58%	Added +129.7k	+129,655 40.8%
3	CONSTRUCTION PARTNERS INC COM CL A ROAD	ROAD	298,118	$35.4m9.72%	9.72%	Added +93.1k	+93,118 45.4%
4	BBB FOODS INC CL A COM TBBB	TBBB	775,574	$32.3m8.88%	8.88%	Added +60.6k	+60,574 8.5%
5	LEGENCE CORP CL A LGN	LGN	362,199	$30.9m8.48%	8.48%	Reduced -148.5k	-148,501 -29.1%
6	TALEN ENERGY CORP COM TLN	TLN	54,400	$20.9m5.74%	5.74%	Reduced -8.1k	-8,102 -13.0%
7	CIPHER MINING INC COM CIFR	CIFR	771,283	$18.9m5.19%	5.19%	Reduced -5.7k	-5,717 -0.7%
8	AERCAP HOLDINGS NV SHS AER	AER	127,802	$18.6m5.12%	5.12%	Reduced -36.2k	-36,198 -22.1%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	42,968	$15.4m4.22%	4.22%	Added +16.6k	+16,616 63.0%
10	HUT 8 CORP COM HUT	HUT	130,339	$15.0m4.13%	4.13%	Reduced -19.5k	-19,461 -13.0%
11	STERLING INFRASTRUCTURE INC COM STRL	STRL	17,196	$14.4m3.96%	3.96%	Reduced -9.3k	-9,304 -35.1%
12	STEPSTONE GROUP INC COM CL A STEP	STEP	300,000	$12.4m3.41%	3.41%	Added +62.8k	+62,784 26.5%
13	FLOWSERVE CORP COM FLS	FLS	143,000	$10.6m2.91%	2.91%	Reduced -107.0k	-107,000 -42.8%
14	SUNCRETE INC COM SHS CL A RMIX	RMIX	288,104	$6.5m1.78%	1.78%	New
15	CAMECO CORP COM CCJ	CCJ	54,347	$5.5m1.52%	1.52%	Added +23.5k	+23,514 76.3%
16	MAREX GROUP PLC ORD 96665EUR	96665EUR	79,037	$4.8m1.32%	1.32%	Reduced -122.0k	-121,959 -60.7%
17	COMFORT SYS USA INC COM FIX	FIX	2,417	$4.8m1.32%	1.32%	Reduced -6.0k	-5,983 -71.2%
18	DYCOM INDS INC COM DY	DY	9,160	$4.6m1.27%	1.27%	New
19	APPLIED AEROSPACE & DEFENSE COMMON STOCK AADX	AADX	146,787	$3.3m0.92%	0.92%	New
20	CARVANA CO CL A CVNA	CVNA	13,316	$876.5k0.24%	0.24%	Reduced -46.7k	-46,684 -77.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FORGENT POWER SOLUTIONS INC FPS	FPS	362,600	$10.6m362.6k shares
FERMI INC FRMI	FRMI	1,015,000	$5.9m1.0m shares
AMRIZE LTD AMRZ	AMRZ	66,800	$3.7m66.8k shares
META PLATFORMS INC META	META	6,500	$3.7m6.5k shares
COMPASS INC COMP	COMP	300,000	$2.2m300.0k shares