Engle Capital Management, L.P.
13F filer · CIK 1684868 · Greenwich, CT
Summary
Engle Capital Management, L.P. reported $364.10M across 20 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are WULF (18.3%), CDNL (11.6%), ROAD (9.7%). Versus 2026 Q1, leaving options aside, it opened 3 new positions, added to 7, trimmed 10 and sold out of 5.
Reported value$364.10M
Positions20
Report period2026 Q2
FiledAug 14, 2026
New positions3
Added7
Trimmed10
Sold out5
Top 20 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 18.3%Value $66.57MPrice $15.09Shares 2.70M -8.64%Since Jun 30 -38.91%
Weight 11.6%Value $42.17MPrice $27.37Shares 448K +40.77%Since Jun 30 -70.94%
Weight 9.7%Value $35.41MPrice $91.90Shares 298K +45.42%Since Jun 30 -22.62%
Weight 8.9%Value $32.32MPrice $52.40Shares 776K +8.47%Since Jun 30 +25.75%
Weight 8.5%Value $30.87MPrice $53.70Shares 362K -29.08%Since Jun 30 -36.99%
Weight 5.7%Value $20.90MPrice $314.84Shares 54K -12.96%Since Jun 30 -18.07%
Weight 5.2%Value $18.90MPrice $16.51Shares 771K -0.74%Since Jun 30 -32.61%
Weight 5.1%Value $18.63MPrice $145.10Shares 128K -22.07%Since Jun 30 -0.47%
Weight 4.2%Value $15.36MPrice $340.92Shares 43K +63.05%Since Jun 30 -4.60%
Weight 4.1%Value $15.05MPrice $92.86Shares 130K -12.99%Since Jun 30 -19.56%
Weight 4.0%Value $14.43MPrice $504.94Shares 17K -35.11%Since Jun 30 -39.84%
Weight 3.4%Value $12.41MPrice $43.15Shares 300K +26.47%Since Jun 30 +4.33%
Weight 2.9%Value $10.60MPrice $73.81Shares 143K -42.80%Since Jun 30 -0.47%
Weight 1.8%Value $6.49MPrice $12.51Shares 288KSince Jun 30 -44.47%
Weight 1.5%Value $5.53MPrice $86.88Shares 54K +76.26%Since Jun 30 -14.68%
Weight 1.3%Value $4.82MPrice $72.13Shares 79K -60.68%Since Jun 30 +18.34%
Weight 1.3%Value $4.79MPrice $1665Shares 2,417 -71.23%Since Jun 30 -15.99%
Weight 1.3%Value $4.63MPrice $269.04Shares 9,160Since Jun 30 -46.79%
Weight 0.9%Value $3.34MPrice $12.00Shares 147KSince Jun 30 -47.32%
Weight 0.2%Value $876.5KPrice $63.62Shares 13K +10.97%Since Jun 30 -3.34%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 18.3% | $66.57M | -38.91% | -8.64% | Trim | |
| 11.6% | $42.17M | -70.94% | +40.77% | Add | |
| 9.7% | $35.41M | -22.62% | +45.42% | Add | |
| 8.9% | $32.32M | +25.75% | +8.47% | Add | |
| 8.5% | $30.87M | -36.99% | -29.08% | Trim | |
| 5.7% | $20.90M | -18.07% | -12.96% | Trim | |
| 5.2% | $18.90M | -32.61% | -0.74% | Trim | |
| 5.1% | $18.63M | -0.47% | -22.07% | Trim | |
| 4.2% | $15.36M | -4.60% | +63.05% | Add | |
| 4.1% | $15.05M | -19.56% | -12.99% | Trim | |
| 4.0% | $14.43M | -39.84% | -35.11% | Trim | |
| 3.4% | $12.41M | +4.33% | +26.47% | Add | |
| 2.9% | $10.60M | -0.47% | -42.80% | Trim | |
| 1.8% | $6.49M | -44.47% | — | New | |
| 1.5% | $5.53M | -14.68% | +76.26% | Add | |
| 1.3% | $4.82M | +18.34% | -60.68% | Trim | |
| 1.3% | $4.79M | -15.99% | -71.23% | Trim | |
| 1.3% | $4.63M | -46.79% | — | New | |
| 0.9% | $3.34M | -47.32% | — | New | |
| 0.2% | $876.5K | -3.34% | +10.97% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.