Engle Capital Management, L.P.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Engle Capital Management, L.P. reported 21 stock positions worth $295.8 million. Its top holding was Sharkninja (SN) at 10.8% of the portfolio, followed by Nvent Electric (NVT, 9.9%) and Acv Auctions Class A (ACVA, 9.6%). Compared with Q1 2024, it opened 4 new positions, sold out of 11, added to 9 and reduced 8. The biggest buy was Nvent Electric (NVT, shares +41%) and the biggest sale an exit from Vertiv Class A (VRT).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001684868
- Portfolio Value
- $295.8M (Q2 2024)
- SEC Filing
- 0001385642-24-000007 ↗ filed Aug 14, 2024
Holdings Value
Holdings 21 stocks · $295.8M
| SN Sharkninja Inc. | 10.80% | 425,000 | $31.9M | Reduce -25.4% |
| NVT Nvent Electric PLC | 9.89% | 382,000 | $29.3M | Add +41.0% |
| ACVA Acv Auctions Inc. Class A | 9.64% | 1,563,000 | $28.5M | Add +11.6% |
| KKR KKR & Co. Inc. | 6.76% | 190,000 | $20.0M | Add +15.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 6.49% | 1,490,000 | $19.2M | Add +13.2% |
| TBBB BBB Foods Inc. Class A | 5.81% | 720,000 | $17.2M | Add +0.7% |
| APO Apollo Global Management Inc. | 5.31% | 133,000 | $15.7M | Add +3.1% |
| ARLO Arlo Technologies Inc. | 4.98% | 1,130,000 | $14.7M | Add +25.6% |
| FISV Fiserv Inc. | 4.94% | 98,000 | $14.6M | Add +2.1% |
| VSTS Vestis Corp. | 4.68% | 161,000 | $13.8M | Reduce -52.9% |
| SKWD Skyward Specialty Insurance | 4.56% | 373,000 | $13.5M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 3.92% | 60,000 | $11.6M | Reduce -26.8% |
| LAD Lithia Motors Inc. | 3.67% | 43,000 | $10.9M | Reduce -4.4% |
| PWR Quanta Services Inc. | 3.61% | 42,000 | $10.7M | Add +13.2% |
| KNSL Kinsale Capital Group Inc. | 3.26% | 25,000 | $9.6M | Reduce -10.7% |
| STRL Sterling Infrastructure Inc. | 3.24% | 81,000 | $9.6M | Reduce -19.0% |
| KD Kyndryl Holdings Inc. | 2.07% | 233,000 | $6.1M | New |
| ROAD Construction Partners Inc. Class A | 1.94% | 104,000 | $5.7M | New |
| OWL Blue Owl Capital Inc. | 1.65% | 275,000 | $4.9M | New |
| GEV GE Vernova Inc. | 1.45% | 25,000 | $4.3M | New |
| DUOL Duolingo | 1.34% | 19,000 | $4.0M | Reduce -36.7% |
Portfolio Sells Q1 2024 → Q2 2024
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −7.10 |
| VST Vistra Corp. | Sold out | 0.00% | −3.84 |
| PGR Progressive Corp. | Sold out | 0.00% | −3.29 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −2.62 |
| ABG Asbury Automotive Group | Sold out | 0.00% | −2.50 |
| FTDR Frontdoor Inc. | Sold out | 0.00% | −1.92 |
| RELY Remitly Global Inc. | Sold out | 0.00% | −1.69 |
| CEG Constellation Energy | Sold out | 0.00% | −1.03 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −1.01 |
| MQ Marqeta Inc. | Sold out | 0.00% | −0.95 |
| KNSL Kinsale Capital Group Inc. | Reduce -10.7% | 3.26% | −0.84 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.51 |
| DUOL Duolingo | Reduce -36.7% | 1.34% | −0.50 |
| AMZN Amazon.com Inc. | Reduce -26.8% | 3.92% | −0.20 |
| LAD Lithia Motors Inc. | Reduce -4.4% | 3.67% | −0.10 |
| STRL Sterling Infrastructure Inc. | Reduce -19.0% | 3.24% | +0.17 |
| SKWD Skyward Specialty Insurance | Reduce -1.6% | 4.56% | +0.61 |
| SN Sharkninja Inc. | Reduce -25.4% | 10.80% | +0.90 |
| VSTS Vestis Corp. | Reduce -52.9% | 4.68% | +2.84 |
Portfolio Buys Q1 2024 → Q2 2024
| NVT Nvent Electric PLC | Add +41.0% | 9.89% | +4.20 |
| ACVA Acv Auctions Inc. Class A | Add +11.6% | 9.64% | +2.32 |
| KKR KKR & Co. Inc. | Add +15.2% | 6.76% | +2.13 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +13.2% | 6.49% | +2.12 |
| KD Kyndryl Holdings Inc. | New | 2.07% | +2.07 |
| ROAD Construction Partners Inc. Class A | New | 1.94% | +1.94 |
| ARLO Arlo Technologies Inc. | Add +25.6% | 4.98% | +1.81 |
| OWL Blue Owl Capital Inc. | New | 1.65% | +1.65 |
| GEV GE Vernova Inc. | New | 1.45% | +1.45 |
| APO Apollo Global Management Inc. | Add +3.1% | 5.31% | +1.26 |
| TBBB BBB Foods Inc. Class A | Add +0.7% | 5.81% | +1.07 |
| PWR Quanta Services Inc. | Add +13.2% | 3.61% | +0.92 |
| FISV Fiserv Inc. | Add +2.1% | 4.94% | +0.66 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $364.1M | WULF, CDNL, ROAD, TBBB, LGN |
| Q1 2026 | 22 | $293.5M | WULF, LGN, TBBB, ROAD, AER |
| Q4 2025 | 27 | $259.1M | TLN, TBBB, LGN, ROAD, VST |
| Q3 2025 | 23 | $283.5M | TLN, TBBB, QXO, VST, CVNA |
| Q2 2025 | 25 | $331.6M | KD, AER, GDDY, TLN, TBBB |
| Q1 2025 | 22 | $240.3M | GDDY, AER, KD, ACVA, ALL |
| Q4 2024 | 24 | $334.2M | KD, TLN, GDDY, SN, WK |
| Q3 2024 | 20 | $340.1M | TLN, SN, ACVA, FISV, TBBB |
| Q2 2024 | 21 | $295.8M | SN, NVT, ACVA, KKR, NU |
| Q1 2024 | 28 | $358.7M | SN, ACVA, VRT, NVT, TBBB |