Engle Capital Management, L.P. — 13F holdings

Engle Capital Management, L.P. reported 20 holdings worth $364M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. WULF TERAWULF INC — $66.6M (18.3%)
2. CDNL CARDINAL INFRASTRUCTURE GROU — $42.2M (11.6%)
3. ROAD CONSTRUCTION PARTNERS INC — $35.4M (9.7%)
4. TBBB BBB Foods Inc — $32.3M (8.9%)
5. LGN LEGENCE CORP — $30.9M (8.5%)
6. TLN TALEN ENERGY CORP — $20.9M (5.7%)
7. CIFR Cipher Mining Inc — $18.9M (5.2%)
8. AER AERCAP HOLDINGS NV — $18.6M (5.1%)
9. GOOGL ALPHABET INC — $15.4M (4.2%)
10. HUT HUT 8 CORP — $15.0M (4.1%)