DOSSIER · 13F-HR · Q1 2026

Engle Capital Management, L.P.

Engle , L.P.'s hedge fund based in London, UK $293M in tracked AUM across 22 positions as of Q1 2026.

E,
Engle , L.P.·London, UK·Hedge Fund
CIK 0001684868 · last filed Mar 31, 2026
Total AUM
$293M
15.0%
vs prior
Holdings
22
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Engle Capital Management, L.P. reported a significant contraction in portfolio value for the period ending September 30, 2025, with total assets under management (AUM) declining by 23.1%, from approximately $331.63 million to $254.91 million. This reduction in AUM coincides with a period of high portfolio turnover and strategic reallocation. The fund currently holds a concentrated portfolio of 21 positions, indicating a high-conviction approach. The activity summary revea...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
WULF
TERAWULF INC
$43M3.0M14.5%
02
LGN
LEGENCE CORP
$29M511K9.8%
03
G0896C103
BBB FOODS INC
$25M715K8.6%
04
ROAD
CONSTRUCTION PARTNERS INC
$23M205K7.8%
05
N00985106
AERCAP HOLDINGS NV
$22M164K7.7%
06
TLN
TALEN ENERGY CORP
$20M63K6.8%
07
FLS
FLOWSERVE CORP
$18M250K6.3%
08
CDNL
CARDINAL INFRASTRUCTURE GROUP
$13M318K4.3%
09
FIX
COMFORT SYSTEMS USA INC
$12M8K3.9%
10
STEP
STEPSTONE GROUP INC
$11M237K3.9%

Filing history

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