Engle Capital Management, L.P. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Engle Capital Management, L.P. held in its portfolio 27 assets valued at $259,146,843 (i.e. $259.15M).

The most valuable assets in the portfolio included: TALEN ENERGY CORP ($28.86M), BBB FOODS INC ($25.04M), and LEGENCE CORP ($24.06M).

The chart below shows the top 10 valuable assets, and the table below shows the top 27 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Engle Capital Management, L.P. Portfolio

TALEN ENERGY CORP

BBB FOODS INC

LEGENCE CORP

CONSTRUCTION PARTNERS INC

VISTRA CORP

AERCAP HOLDINGS NV

CENTERPOINT ENERGY INC

COMPASS INC

META PLATFORMS INC

STEPSTONE GROUP INC

Engle Capital Management, L.P. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TALEN ENERGY CORP	77000	28862680	COM
BBB FOODS INC	750000	25042500	CL A COM
LEGENCE CORP	559000	24059360	CL A
CONSTRUCTION PARTNERS INC	185000	20081750	COM CL A
VISTRA CORP	110000	17746300	COM
AERCAP HOLDINGS NV	120000	17251200	SHS
CENTERPOINT ENERGY INC	345000	13227300	COM
COMPASS INC	1062000	11225340	CL A
META PLATFORMS INC	16971	11202387	CL A
STEPSTONE GROUP INC	130000	8342100	COM CL A
MAREX GROUP PLC	190900	7322924	ORD
PPL CORP	200000	7004000	COM
COMFORT SYSTEMS USA INC	7500	6999675	COM
QXO INC	358000	6905820	COM
ALPHABET INC	22000	6886000	CL A
HAMILTON LANE INC	50000	6715500	CL A
NU HOLDINGS LTD	393000	6578820	CL A
TERAWULF INC	437500	5026875	COM
CITIGROUP INC	42000	4900980	COM
BILL HOLDINGS INC	78000	4254120	COM
CAMECO CORP	46230	4233441	COM
FLOWSERVE CORP	56000	3885280	COM
CARDINAL INFRASTRUCTURE GROUP	131000	3167580	CL A
STERLING INFRASTRUCTURE INC	10333	3164275	COM
CARVANA CO	6000	2532120	CL A
APPLIED DIGITAL CORP	59900	1468748	COM
CIPHER MINING INC	71800	1059768	COM