Engle Capital Management, L.P. Top Holdings and 13F Report (2024) About Engle Capital Management, L.P.Investment ActivityEngle Capital Management, L.P. has $340.07 million in total holdings as of September 30, 2024.Engle Capital Management, L.P. owns shares of 20 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 38.49% of the portfolio was purchased this quarter.About 35.02% of the portfolio was sold this quarter.This quarter, Engle Capital Management, L.P. has purchased 21 new stocks and bought additional shares in 8 stocks.Engle Capital Management, L.P. sold shares of 6 stocks and completely divested from 7 stocks this quarter.Largest Holdings TALEN ENERGY CORP $44,851,957SharkNinja $38,048,500ACV Auctions $32,528,000Fiserv $19,682,813BBB FOODS INC $18,510,000 Largest New Holdings this Quarter TALEN ENERGY CORP $44,851,957 HoldingVertiv $12,933,700 HoldingFTAI Aviation $12,612,210 HoldingAerCap $12,307,917 HoldingAZEK $10,310,040 Holding Largest Purchases this Quarter TALEN ENERGY CORP 251,638 shares (about $44.85M)Vertiv 130,000 shares (about $12.93M)FTAI Aviation 94,900 shares (about $12.61M)AerCap 129,940 shares (about $12.31M)AZEK 220,300 shares (about $10.31M) Largest Sales this Quarter nVent Electric 245,977 shares (about $17.28M)KKR & Co. Inc. 76,221 shares (about $9.95M)Apollo Global Management 66,173 shares (about $8.27M)SharkNinja 75,000 shares (about $8.15M)BBB FOODS INC 103,000 shares (about $3.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEngle Capital Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTALEN ENERGY CORP$44,851,957$44,851,957 ▲New Holding251,63813.2%COMSNSharkNinja$38,048,500$8,153,250 ▼-17.6%350,00011.2%Consumer DiscretionaryACVAACV Auctions$32,528,000$752,210 ▲2.4%1,600,0009.6%Retail/WholesaleFIFiserv$19,682,813$2,077,113 ▲11.8%109,5625.8%Business ServicesBBB FOODS INC$18,510,000$3,090,000 ▼-14.3%617,0005.4%CL A COMSKWDSkyward Specialty Insurance Group$17,549,376$2,357,086 ▲15.5%430,8715.2%FinanceKDKyndryl$14,905,448$9,551,108 ▲178.4%648,6274.4%Business ServicesKKRKKR & Co. Inc.$14,857,262$9,952,938 ▼-40.1%113,7794.4%FinanceARLOArlo Technologies$14,769,925$1,085,625 ▲7.9%1,219,6474.3%Computer and TechnologyOWLBlue Owl Capital$13,283,593$7,959,593 ▲149.5%686,1363.9%FinanceVRTVertiv$12,933,700$12,933,700 ▲New Holding130,0003.8%Computer and TechnologyAMZNAmazon.com$12,900,371$1,720,571 ▲15.4%69,2343.8%Retail/WholesaleFTAIFTAI Aviation$12,612,210$12,612,210 ▲New Holding94,9003.7%AerospaceLADLithia Motors$12,485,793$1,172,727 ▼-8.6%39,3083.7%Retail/WholesaleAERAerCap$12,307,917$12,307,917 ▲New Holding129,9403.6%FinanceAZEKAZEK$10,310,040$10,310,040 ▲New Holding220,3003.0%ConstructionGDDYGoDaddy$10,018,242$10,018,242 ▲New Holding63,9002.9%Computer and TechnologyROADConstruction Partners$9,610,832$2,351,632 ▲32.4%137,6912.8%ConstructionNVTnVent Electric$9,556,976$17,282,344 ▼-64.4%136,0232.8%Computer and TechnologyAPOApollo Global Management$8,347,361$8,265,670 ▼-49.8%66,8272.5%FinanceNUNU$0$19,206,100 ▼-100.0%00.0%Business ServicesVESTIS CORPORATION$0$13,842,780 ▼-100.0%00.0%COMPWRQuanta Services$0$10,671,780 ▼-100.0%00.0%ConstructionKNSLKinsale Capital Group$0$9,632,000 ▼-100.0%00.0%FinanceSTRLSterling Infrastructure$0$9,585,540 ▼-100.0%00.0%ConstructionGE VERNOVA INC$0$4,287,750 ▼-100.0%00.0%COMDUOLINGO INC$0$3,964,730 ▼-100.0%00.0%CL A COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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