Filer Name: ENGLE CAPITAL MANAGEMENT, L.P.
CIK: 1684868
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 24
Portfolio Value: $0.33B

Engle Capital Management, L.P. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
KD US KYNDRYL HOLDINGS INC 970,000 $34M 10.04% 49.5% -
TLN US TALEN ENERGY CORP 160,000 $32M 9.64% -36.4% -
GDDY US GODADDY INC - CLASS A 125,000 $25M 7.38% 95.6% -
SN US SHARKNINJA INC 233,000 $23M 6.79% -33.4% -
WK US WORKIVA INC 186,000 $20M 6.09% 100.0% -
ACVA US ACV AUCTIONS INC-A 920,000 $20M 5.95% -42.5% -
FI US FISERV INC 96,000 $20M 5.90% -12.4% -
AER US AERCAP HOLDINGS NV 185,000 $18M 5.30% 42.4% -
FTAI US FTAI AVIATION LTD 120,000 $17M 5.17% 26.4% -
TBBB US BBB FOODS INC-CLASS A 600,000 $17M 5.08% -2.8% -
ARLO US ARLO TECHNOLOGIES INC 1,206,000 $13M 4.04% -1.1% -
ROAD US CONSTRUCTION PARTNERS INC-A 152,000 $13M 4.02% 10.4% -
SKWD US SKYWARD SPECIALTY INSURANCE 258,000 $13M 3.90% -40.1% -
ALL US ALLSTATE CORP 55,700 $11M 3.21% 100.0% -
VST US VISTRA CORP 66,400 $9M 2.74% 100.0% -
COF US CAPITAL ONE FINANCIAL CORP 50,400 $9M 2.69% 100.0% -
NVT US NVENT ELECTRIC PLC 125,000 $9M 2.55% -8.1% -
APO US APOLLO GLOBAL MANAGEMENT INC 42,000 $7M 2.08% -37.2% -
KKR US KKR & CO INC 43,000 $6M 1.90% -62.2% -
HOOD US ROBINHOOD MARKETS INC - A 159,000 $6M 1.77% 100.0% -
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