Engle Capital Management, L.P. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$259.1M
Holdings
27
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TLNTALEN ENERGY CORP | 77,000 | $28.9M | 11.14% | |
| 2 | TBBBBBB FOODS INC | 750,000 | $25.0M | 9.66% | |
| 3 | LGNLEGENCE CORP | 559,000 | $24.1M | 9.28% | |
| 4 | ROADCONSTRUCTION PARTNERS INC | 185,000 | $20.1M | 7.75% | |
| 5 | VSTVISTRA CORP | 110,000 | $17.7M | 6.85% | |
| 6 | AERAERCAP HOLDINGS NV | 120,000 | $17.3M | 6.66% | |
| 7 | CNPCENTERPOINT ENERGY INC | 345,000 | $13.2M | 5.10% | |
| 8 | COMPCOMPASS INC | 1,062,000 | $11.2M | 4.33% | |
| 9 | METAMETA PLATFORMS INC | 16,971 | $11.2M | 4.32% | |
| 10 | STEPSTEPSTONE GROUP INC | 130,000 | $8.3M | 3.22% | |
| 11 | MRXMAREX GROUP PLC | 190,900 | $7.3M | 2.83% | |
| 12 | PPLPPL CORP | 200,000 | $7.0M | 2.70% | |
| 13 | FIXCOMFORT SYSTEMS USA INC | 7,500 | $7.0M | 2.70% | |
| 14 | QXOQXO INC | 358,000 | $6.9M | 2.66% | |
| 15 | GOOGLALPHABET INC | 22,000 | $6.9M | 2.66% | |
| 16 | HLNEHAMILTON LANE INC | 50,000 | $6.7M | 2.59% | |
| 17 | NUNU HOLDINGS LTD | 393,000 | $6.6M | 2.54% | |
| 18 | WULFTERAWULF INC | 437,500 | $5.0M | 1.94% | |
| 19 | TRVCCITIGROUP INC | 42,000 | $4.9M | 1.89% | |
| 20 | BILLBILL HOLDINGS INC | 78,000 | $4.3M | 1.64% | |
| 21 | CCOCAMECO CORP | 46,230 | $4.2M | 1.63% | |
| 22 | FLSFLOWSERVE CORP | 56,000 | $3.9M | 1.50% | |
| 23 | CDNLCARDINAL INFRASTRUCTURE GROUP | 131,000 | $3.2M | 1.22% | |
| 24 | STRLSTERLING INFRASTRUCTURE INC | 10,333 | $3.2M | 1.22% | |
| 25 | CVNACARVANA CO | 6,000 | $2.5M | 0.98% | |
| 26 | APLDAPPLIED DIGITAL CORP | 59,900 | $1.5M | 0.57% | |
| 27 | CIFRCIPHER MINING INC | 71,800 | $1.1M | 0.41% |