Engle Capital Management, L.P. Purchases and Sells in Q4 2024

Engle Capital Management, L.P.

$221 Million
Q4 2024

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KD	321K + 49.55%	$22.43 - $35.79 $7.21M - $11.5M	970K $33.6M
GDDY	61.1K + 95.62%	$153.16 - $209.03 $9.36M - $12.8M	125K $24.7M
AER	55.1K + 42.37%	$91.85 - $100.3 $5.06M - $5.52M	185K $17.7M
ROAD	14.3K + 10.39%	$67.44 - $101.86 $965K - $1.46M	152K $13.4M
FTAI AVIATION LTD	25.1K + 26.45%	N/A	120K $0

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WK	186K New	$76.11 - $114.78 $14.2M - $21.3M	186K $20.4M
ALL	55.7K New	$181.25 - $208.2 $10.1M - $11.6M	55.7K $10.7M
VST	66.4K New	$115.74 - $166.61 $7.69M - $11.1M	66.4K $9.15M
COF	50.4K New	$145.19 - $192.01 $7.32M - $9.68M	50.4K $8.99M
HOOD	159K New	$22.33 - $43.2 $3.55M - $6.87M	159K $5.92M
KNSL	11K New	$424.05 - $524.22 $4.66M - $5.77M	11K $5.12M

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACVA	-680K - 42.5%	$17.04 - $23.17 $11.6M - $15.8M	920K $19.9M
KKR	-70.8K - 62.21%	$129.87 - $162.87 $9.19M - $11.5M	43K $6.36M
FISV	-13.6K - 12.38%	N/A	96K $12M
APO	-24.8K - 37.15%	$131.36 - $178.61 $3.26M - $4.43M	42K $6.94M
ARLO	-13.6K - 1.12%	$10.16 - $13.19 $139K - $180K	1.21M $13.5M
NVT	-11K - 8.1%	$67.69 - $79.19 $746K - $873K	125K $8.52M

Activity Summary All Purchases 14 New Holdings 9 Increased Positions 5 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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