Engle Capital Management, L.P. Portfolio Holdings

Engle Capital Management, L.P.

  • $229 Million
  • Q2 2025

Engle Capital Management, L.P. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $229 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kyndryl Holdings, Inc. with a value of $28.9M, Aer Cap Holdings N.V. with a value of $26.3M, Go Daddy Inc. with a value of $24.7M, Acv Auctions Inc. with a value of $19.3M, and Allstate Corp with a value of $15M.

Examining the 13F form we can see an increase of $12M in the current position value, from $217M to 229M.

Engle Capital Management, L.P. is based out at Greenwich, CT

Below you can find more details about Engle Capital Management, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $229 Million
Financial Services: $69.4 Million
Technology: $53.5 Million
Consumer Cyclical: $45 Million
Industrials: $40.7 Million
Utilities: $15.9 Million
Energy: $4.49 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.71B
$28.9 Million 12.61% of portfolio
688,000
Q2 2025 Added 5.85%
$28B
$26.3 Million 11.5% of portfolio
225,000
Q2 2025 Added 9.76%
$22B
$24.7 Million 10.78% of portfolio
137,000
Q2 2025 Added 9.6%
$1.29B
$19.3 Million 8.43% of portfolio
1,190,000
Q2 2025 Reduced 15.0%
$55.9B
$15 Million 6.54% of portfolio
74,400
Q2 2025 Reduced 17.33%
$4.85B
$14.3 Million 6.27% of portfolio
135,000
Q2 2025 Reduced 1.46%
$127B
$14.3 Million 6.25% of portfolio
107,500
Q2 2025 Added 3.37%
$1.82B
$14.3 Million 6.23% of portfolio
619,900
Q2 2025 New
$43.6B
$13.5 Million 5.92% of portfolio
987,000
Q2 2025 Added 18.92%
$29.2B
$11.4 Million 4.98% of portfolio
33,800
Q2 2025 New
$10B
$9.77 Million 4.27% of portfolio
20,200
Q2 2025 Added 12.85%
$86.8B
$9.28 Million 4.05% of portfolio
65,400
Q2 2025 Reduced 24.83%
$142B
$7.5 Million 3.28% of portfolio
28,100
Q2 2025 New
$36.8B
$6.2 Million 2.71% of portfolio
38,600
Q2 2025 New
$111B
$5.75 Million 2.51% of portfolio
17,800
Q2 2025 New
$18.8B
$4.49 Million 1.96% of portfolio
77,000
Q2 2025 Reduced 49.34%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $229 Million
  • Prior Value $217 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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