Engle Capital Management, L.P. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$334.2B
Holdings
24
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KDKYNDRYL HOLDINGS INC | 970,000 | $33.6B | 10.04% | |
| 2 | TLNTALEN ENERGY CORP | 160,000 | $32.2B | 9.64% | |
| 3 | GDDYGODADDY INC | 125,000 | $24.7B | 7.38% | |
| 4 | SNSHARKNINJA INC | 233,000 | $22.7B | 6.79% | |
| 5 | WKWORKIVA INC | 186,000 | $20.4B | 6.09% | |
| 6 | ACVAACV AUCTIONS INC | 920,000 | $19.9B | 5.95% | |
| 7 | FISVFISERV INC | 96,000 | $19.7B | 5.90% | |
| 8 | AERAERCAP HOLDINGS NV | 185,000 | $17.7B | 5.30% | |
| 9 | FTAIFTAI AVIATION LTD | 120,000 | $17.3B | 5.17% | |
| 10 | TBBBBBB FOODS INC | 600,000 | $17.0B | 5.08% | |
| 11 | ARLOARLO TECHNOLOGIES INC | 1,206,000 | $13.5B | 4.04% | |
| 12 | ROADCONSTRUCTION PARTNERS INC | 152,000 | $13.4B | 4.02% | |
| 13 | SKWDSKYWARD SPECIALTY INSURANCE GROUP | 258,000 | $13.0B | 3.90% | |
| 14 | ALSALLSTATE CORP | 55,700 | $10.7B | 3.21% | |
| 15 | VSTVISTRA CORP | 66,400 | $9.2B | 2.74% | |
| 16 | COFCAPITAL ONE FINANCIAL COPR | 50,400 | $9.0B | 2.69% | |
| 17 | NVTNVENT ELECTRIC PLC | 125,000 | $8.5B | 2.55% | |
| 18 | APOAPOLLO GLOBAL MANAGEMENT INC | 42,000 | $6.9B | 2.08% | |
| 19 | KKRKKR & CO INC | 43,000 | $6.4B | 1.90% | |
| 20 | HOODROBINHOOD MARKETS INC | 159,000 | $5.9B | 1.77% | |
| 21 | KNSLKINSALE CAPITAL GROUP INC | 11,000 | $5.1B | 1.53% | |
| 22 | NBISNEBIUS GROUP N.V. | 105,000 | $2.9B | 0.87% | |
| 23 | PTONPELOTON INTERACTIVE INC | 281,800 | $2.5B | 0.73% | |
| 24 | NUNU HOLDINGS LTD | 200,000 | $2.1B | 0.62% |