Engle Capital Management, L.P. Portfolio Holdings

Engle Capital Management, L.P.

  • $221 Million
  • Q4 2024

Engle Capital Management, L.P. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $221 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kyndryl Holdings, Inc. with a value of $33.6M, Go Daddy Inc. with a value of $24.7M, Workiva Inc with a value of $20.4M, Acv Auctions Inc. with a value of $19.9M, and Aer Cap Holdings N.V. with a value of $17.7M.

Examining the 13F form we can see an increase of $20.6M in the current position value, from $201M to 221M.

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 $221 Million
Technology: $96.5 Million
Industrials: $53.2 Million
Financial Services: $40.2 Million
Consumer Cyclical: $22.3 Million
Utilities: $9.15 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.71B
$33.6 Million 15.16% of portfolio
970,000
Q4 2024 Added 49.55%
$4.09B
$20.4 Million 9.2% of portfolio
186,000
Q4 2024 New
$2.03B
$19.9 Million 8.98% of portfolio
920,000
Q4 2024 Reduced 42.5%
$3.01B
$13.4 Million 6.07% of portfolio
152,000
Q4 2024 Added 10.39%
$9.82B
$5.12 Million 2.31% of portfolio
11,000
Q4 2024 New
$2.68B
$2.45 Million 1.11% of portfolio
281,800
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $221 Million
  • Prior Value $201 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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