Engle Capital Management, L.P.
Net seller this quarter
$364M
20
-$57.1M
81.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WULF | $66.6M | 18.28% | 0.54% | -8.6% | Q4 2025 |
 CDNL | $42.2M | 11.58% | Not reported | +40.8% | Q4 2025 |
 ROAD | $35.4M | 9.72% | 1.55% | +45.4% | Q2 2024 |
 TBBB | $32.3M | 8.88% | Not reported | +8.5% | Q1 2024 |
 LGN | $30.9M | 8.48% | Not reported | -29.1% | Q4 2025 |
 TLN | $20.9M | 5.74% | 0.11% | -13.0% | Q3 2024 |
 CIFR | $18.9M | 5.19% | 0.19% | -0.7% | Q4 2025 |
 AER | $18.6M | 5.12% | 0.08% | -22.1% | Q3 2024 |
 GOOGL | $15.4M | 4.22% | 0.00% | +63.1% | Q4 2025 |
 HUT | $15M | 4.13% | 0.11% | -13.0% | Q1 2026 |
 STRL | $14.4M | 3.96% | 0.06% | -35.1% | Q4 2023 |
 STEP | $12.4M | 3.41% | Not reported | +26.5% | Q3 2020 |
 FLS | $10.6M | 2.91% | 0.11% | -42.8% | Q4 2025 |
 RMIX | $6.49M | 1.78% | 288104.00% | New | Q2 2026 |
 CCJ | $5.53M | 1.52% | 0.01% | +76.3% | Q4 2025 |
 MRX | $4.82M | 1.32% | 0.11% | -60.7% | Q1 2025 |
 FIX | $4.79M | 1.32% | 0.01% | -71.2% | Q4 2025 |
 DY | $4.63M | 1.27% | 0.03% | New | Q2 2026 |
| AADX | $3.34M | 0.92% | 0.09% | New | Q2 2026 |
 CVNA | $876K | 0.24% | Not reported | -77.8% | Q2 2025 |
| Q1 2026 | |||||
| WULF | $42.6M | 14.50% | 0.69% | +574.3% | Q4 2025 |
| LGN | $28.8M | 9.82% | Not reported | -8.6% | Q4 2025 |
| TBBB | $25.3M | 8.62% | Not reported | -4.7% | Q1 2024 |
| ROAD | $22.8M | 7.76% | 1.07% | +10.8% | Q2 2024 |
| AER | $22.5M | 7.67% | 0.10% | +36.7% | Q3 2024 |
| TLN | $20M | 6.80% | 0.14% | -18.8% | Q3 2024 |
| FLS | $18.4M | 6.26% | 0.20% | +346.4% | Q4 2025 |
| CDNL | $12.6M | 4.30% | Not reported | +142.8% | Q4 2025 |
| FIX | $11.6M | 3.95% | 0.02% | +12.0% | Q4 2025 |
| STEP | $11.3M | 3.86% | Not reported | +82.5% | Q3 2020 |
| STRL | $10.8M | 3.68% | 0.09% | +156.5% | Q4 2023 |
 FPS | $10.6M | 3.62% | Not reported | New | Q1 2026 |
| CIFR | $10M | 3.41% | 0.19% | +982.2% | Q4 2025 |
| MRX | $8.96M | 3.05% | 0.28% | +5.3% | Q1 2025 |
| GOOGL | $7.58M | 2.58% | 0.00% | +19.8% | Q4 2025 |
| HUT | $7.03M | 2.39% | 0.13% | New | Q1 2026 |
 FRMI | $5.93M | 2.02% | 0.16% | New | Q1 2026 |
| CVNA | $3.77M | 1.29% | Not reported | +100.0% | Q2 2025 |
 AMRZ | $3.74M | 1.28% | 0.01% | Not reported | Q3 2025 |
 META | $3.72M | 1.27% | Not reported | -61.7% | Q2 2023 |
| CCJ | $3.35M | 1.14% | 0.01% | -33.3% | Q4 2025 |
 COMP | $2.19M | 0.75% | 0.04% | -71.8% | Q3 2025 |
| Q4 2025 | |||||
| TLN | $28.9M | 11.14% | 0.17% | -8.7% | Q3 2024 |
| TBBB | $25M | 9.66% | Not reported | +1.8% | Q1 2024 |
| LGN | $24.1M | 9.28% | Not reported | New | Q4 2025 |
| ROAD | $20.1M | 7.75% | 0.96% | +51.7% | Q2 2024 |
 VST | $17.7M | 6.85% | 0.03% | +29.1% | Q1 2024 |
| AER | $17.3M | 6.66% | 0.07% | -1.9% | Q3 2024 |
 CNP | $13.2M | 5.10% | 0.05% | +67.4% | Q3 2025 |
| COMP | $11.2M | 4.33% | 0.19% | +107.4% | Q3 2025 |
| META | $11.2M | 4.32% | Not reported | Not reported | Q2 2023 |
| STEP | $8.34M | 3.22% | Not reported | +2.4% | Q3 2020 |
| MRX | $7.32M | 2.83% | 0.26% | -42.2% | Q1 2025 |
 PPL | $7M | 2.70% | 0.03% | New | Q4 2025 |
| FIX | $7M | 2.70% | 0.02% | New | Q4 2025 |
 QXO | $6.91M | 2.66% | 0.05% | -60.0% | Q2 2025 |
| GOOGL | $6.89M | 2.66% | 0.00% | New | Q4 2025 |
 HLNE | $6.72M | 2.59% | Not reported | Not reported | Q3 2017 |
 NU | $6.58M | 2.54% | Not reported | -40.7% | Q3 2023 |
| WULF | $5.03M | 1.94% | 0.10% | New | Q4 2025 |
 C | $4.9M | 1.89% | 0.00% | New | Q4 2025 |
 BILL | $4.25M | 1.64% | 0.08% | -66.2% | Q1 2020 |
| CCJ | $4.23M | 1.63% | 0.01% | New | Q4 2025 |
| FLS | $3.89M | 1.50% | 0.04% | New | Q4 2025 |
| CDNL | $3.17M | 1.22% | Not reported | New | Q4 2025 |
| STRL | $3.16M | 1.22% | 0.03% | Not reported | Q4 2023 |
| CVNA | $2.53M | 0.98% | Not reported | -86.2% | Q2 2025 |
 APLD | $1.47M | 0.57% | 0.02% | New | Q4 2025 |
| CIFR | $1.06M | 0.41% | 0.02% | New | Q4 2025 |
| Q3 2025 | |||||
| TLN | $35.9M | 12.65% | 0.18% | +6.8% | Q3 2024 |
| TBBB | $19.9M | 7.01% | Not reported | +1.3% | Q1 2024 |
| QXO | $17.1M | 6.02% | 0.13% | +5.4% | Q2 2025 |
| VST | $16.7M | 5.89% | 0.03% | +321.7% | Q1 2024 |
| CVNA | $16.4M | 5.78% | Not reported | +28.6% | Q2 2025 |
 EYE | $15.8M | 5.58% | 0.68% | -12.6% | Q2 2025 |
| ROAD | $15.5M | 5.46% | 0.64% | -9.7% | Q2 2024 |
 SN | $15.4M | 5.43% | 0.11% | +33.4% | Q3 2023 |
| AER | $14.8M | 5.22% | 0.07% | -45.7% | Q3 2024 |
| BILL | $12.2M | 4.31% | 0.23% | Not reported | Q1 2020 |
 ACVA | $12M | 4.24% | 0.71% | +2.0% | Q3 2021 |
 WIX | $12M | 4.24% | 0.12% | Not reported | Q4 2016 |
| MRX | $11.1M | 3.91% | 0.46% | -18.6% | Q1 2025 |
| NU | $10.6M | 3.74% | Not reported | -32.9% | Q3 2023 |
 BABA | $8.67M | 3.06% | 0.00% | New | Q3 2025 |
| STEP | $8.29M | 2.93% | Not reported | Not reported | Q3 2020 |
 REZI | $8.1M | 2.86% | 0.13% | Not reported | Q4 2018 |
| CNP | $8M | 2.82% | 0.03% | New | Q3 2025 |
 KKR | $7.41M | 2.61% | 0.01% | -47.0% | Q4 2023 |
 CEG | $5.73M | 2.02% | 0.01% | -2.2% | Q1 2024 |
| COMP | $4.11M | 1.45% | 0.09% | New | Q3 2025 |
 APO | $3.99M | 1.41% | 0.01% | -54.2% | Q4 2023 |
| AMRZ | $3.85M | 1.36% | 0.01% | New | Q3 2025 |