Engle Capital Management, L.P. Purchases and Sells in Q2 2025

Engle Capital Management, L.P.

$229 Million
Q2 2025

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KD	38K + 5.85%	$27.77 - $41.96 $1.06M - $1.59M	688K $28.9M
AER	20K + 9.76%	$88.97 - $117.24 $1.78M - $2.34M	225K $26.3M
NU	157K + 18.92%	$9.6 - $13.72 $1.51M - $2.15M	987K $13.5M
KKR	3.5K + 3.37%	$92.79 - $134.29 $325K - $470K	108K $14.3M
GDDY	12K + 9.6%	$162.11 - $192.36 $1.95M - $2.31M	137K $24.7M
KNSL	2.3K + 12.85%	$419.99 - $501.97 $966K - $1.15M	20.2K $9.77M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EYE	620K New	$10.88 - $23.17 $6.74M - $14.4M	620K $14.3M
CVNA	33.8K New	$162.57 - $345.64 $5.49M - $11.7M	33.8K $11.4M
PGR	28.1K New	$255.27 - $288.74 $7.17M - $8.11M	28.1K $7.5M
NRG	38.6K New	$83.61 - $162.67 $3.23M - $6.28M	38.6K $6.2M
CEG	17.8K New	$170.96 - $322.76 $3.04M - $5.75M	17.8K $5.75M
ATEGRITY SPECIALTY INSURANCE CO	91K New	N/A	91K $0

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VST	-66.8K - 76.78%	$98.07 - $195.04 $6.55M - $13M	20.2K $3.91M
ALL	-15.6K - 17.33%	$180.53 - $212.64 $2.82M - $3.32M	74.4K $15M
EQT	-75K - 49.34%	$46.11 - $60.44 $3.46M - $4.53M	77K $4.49M
APO	-21.6K - 24.83%	$108.68 - $145.07 $2.35M - $3.13M	65.4K $9.28M
ACVA	-210K - 15.0%	$12.82 - $17.04 $2.69M - $3.58M	1.19M $19.3M
SHARKNINJA INC	-25K - 18.25%	N/A	112K $0

Activity Summary All Purchases 17 New Holdings 7 Increased Positions 10 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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