Engle Capital Management, L.P. holds a focused book of 22 stocks worth $293.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Forgent Power Solutions Inc and trimmed Legence Corp-CL A. Their largest long position is Terawulf Inc at 15% of the equity book.
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Use Arkolith to show Engle Capital Management, L.P.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Terawulf Inc COM | $42.6M | 2.95M | 14.5% | ▲+574% Added · +2.5M sh | |
| 2 | Legence Corp CL A | $28.8M | 510.7K | 9.8% | ▼−8.6% Reduced · −48K sh | |
| 3 | BBB Foods Inc CL A COM | $25.3M | 715.0K | 8.6% | ▼−4.7% Reduced · −35K sh | |
| 4 | Construction Partners Inc COM CL A | $22.8M | 205.0K | 7.8% | ▲+11% Added · +20K sh | |
| 5 | Aercap Holdings NV SHS | $22.5M | 164.0K | 7.7% | ▲+37% Added · +44K sh | |
| 6 | Talen Energy Corp COM | $20.0M | 62.5K | 6.8% | ▼−19% Reduced · −14K sh | |
| 7 | Flowserve Corp COM | $18.4M | 250.0K | 6.3% | ▲+346% Added · +194K sh | |
| 8 | Cardinal Infrastructure Group CL A | $12.6M | 318.0K | 4.3% | ▲+143% Added · +187K sh | |
| 9 | Comfort Systems USA Inc COM | $11.6M | 8.4K | 3.9% | ▲+12% Added · +900 sh | |
| 10 | Stepstone Group Inc COM CL A | $11.3M | 237.2K | 3.9% | ▲+82% Added · +107K sh | |
| 11 | Sterling Infrastructure Inc COM | $10.8M | 26.5K | 3.7% | ▲+156% Added · +16K sh | |
| 12 | Forgent Power Solutions Inc COM | $10.6M | 362.6K | 3.6% | ▲New New position | |
| 13 | Cipher Mining Inc COM | $10.0M | 777.0K | 3.4% | ▲11× Added · +705K sh | |
| 14 | Marex Group PLC ORD | $9.0M | 201.0K | 3.1% | ▲+5.3% Added · +10K sh | |
| 15 | Alphabet Inc CL A | $7.6M | 26.4K | 2.6% | ▲+20% Added · +4K sh | |
| 16 | Hut 8 Corp COM | $7.0M | 149.8K | 2.4% | ▲New New position | |
| 17 | Fermi Inc COM | $5.9M | 1.01M | 2.0% | ▲New New position | |
| 18 | Carvana Co CL A | $3.8M | 12.0K | 1.3% | ▲+100% Added · +6K sh | |
| 19 | Amrize Ltd SHS | $3.7M | 66.8K | 1.3% | ▲New New position | |
| 20 | Meta Platforms Inc CL A | $3.7M | 6.5K | 1.3% | ▼−62% Reduced · −10K sh | |
| 21 | Cameco Corp COM | $3.4M | 30.8K | 1.1% | ▼−33% Reduced · −15K sh | |
| 22 | Compass Inc CL A | $2.2M | 300.0K | 0.7% | ▼−72% Reduced · −762K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.