Engle Capital Management, L.P. Top Holdings and 13F Report (2025) About Engle Capital Management, L.P.Investment ActivityEngle Capital Management, L.P. has $334.22 million in total holdings as of December 31, 2024.Engle Capital Management, L.P. owns shares of 24 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 30.23% of the portfolio was purchased this quarter.About 40.07% of the portfolio was sold this quarter.This quarter, Engle Capital Management, L.P. has purchased 20 new stocks and bought additional shares in 5 stocks.Engle Capital Management, L.P. sold shares of 10 stocks and completely divested from 5 stocks this quarter.Largest Holdings Kyndryl $33,562,000TALEN ENERGY CORP $32,235,200GoDaddy $24,671,250SharkNinja $22,684,880Workiva $20,367,000 Largest New Holdings this Quarter Workiva $20,367,000 HoldingAllstate $10,738,403 HoldingVistra $9,154,568 HoldingCapital One Financial $8,987,328 HoldingRobinhood Markets $5,924,340 Holding Largest Purchases this Quarter Workiva 186,000 shares (about $20.37M)GoDaddy 61,100 shares (about $12.06M)Kyndryl 321,373 shares (about $11.12M)Allstate 55,700 shares (about $10.74M)Vistra 66,400 shares (about $9.15M) Largest Sales this Quarter TALEN ENERGY CORP 91,638 shares (about $18.46M)ACV Auctions 680,000 shares (about $14.69M)SharkNinja 117,000 shares (about $11.39M)KKR & Co. Inc. 70,779 shares (about $10.47M)Skyward Specialty Insurance Group 172,871 shares (about $8.74M) 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 PortfolioSectorKDKyndryl$33,562,000$11,119,506 ▲49.5%970,00010.0%Business ServicesTALEN ENERGY CORP$32,235,200$18,462,308 ▼-36.4%160,0009.6%COMGDDYGoDaddy$24,671,250$12,059,307 ▲95.6%125,0007.4%Computer and TechnologySNSharkNinja$22,684,880$11,391,120 ▼-33.4%233,0006.8%Retail/WholesaleWKWorkiva$20,367,000$20,367,000 ▲New Holding186,0006.1%Computer and TechnologyACVAACV Auctions$19,872,000$14,688,000 ▼-42.5%920,0005.9%Retail/WholesaleFIFiserv$19,720,320$2,785,906 ▼-12.4%96,0005.9%Business ServicesAERAerCap$17,704,500$5,269,242 ▲42.4%185,0005.3%TransportationFTAIFTAI Aviation$17,284,800$3,615,404 ▲26.4%120,0005.2%AerospaceBBB FOODS INC$16,968,000$480,760 ▼-2.8%600,0005.1%CL A COMARLOArlo Technologies$13,495,140$152,710 ▼-1.1%1,206,0004.0%Computer and TechnologyROADConstruction Partners$13,445,920$1,265,774 ▲10.4%152,0004.0%ConstructionSKWDSkyward Specialty Insurance Group$13,039,320$8,736,900 ▼-40.1%258,0003.9%FinanceALLAllstate$10,738,403$10,738,403 ▲New Holding55,7003.2%FinanceVSTVistra$9,154,568$9,154,568 ▲New Holding66,4002.7%UtilitiesCOFCapital One Financial$8,987,328$8,987,328 ▲New Holding50,4002.7%FinanceNVTnVent Electric$8,520,000$751,328 ▼-8.1%125,0002.5%Computer and TechnologyAPOApollo Global Management$6,936,720$4,100,427 ▼-37.2%42,0002.1%FinanceKKRKKR & Co. Inc.$6,360,130$10,468,922 ▼-62.2%43,0001.9%FinanceHOODRobinhood Markets$5,924,340$5,924,340 ▲New Holding159,0001.8%FinanceKNSLKinsale Capital Group$5,116,430$5,116,430 ▲New Holding11,0001.5%FinanceYNDXYandex$2,908,500$2,908,500 ▲New Holding105,0000.9%Computer and TechnologyPTONPeloton Interactive$2,451,660$2,451,660 ▲New Holding281,8000.7%Consumer DiscretionaryNUNU$2,072,000$2,072,000 ▲New Holding200,0000.6%FinanceOWLBlue Owl Capital$0$13,283,593 ▼-100.0%00.0%FinanceVRTVertiv$0$12,933,700 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$12,900,371 ▼-100.0%00.0%Retail/WholesaleLADLithia Motors$0$12,485,793 ▼-100.0%00.0%Retail/WholesaleAZEKAZEK$0$10,310,040 ▼-100.0%00.0%ConstructionShowing 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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