ENGLE CAPITAL MANAGEMENT, L.P.

AUM: $541.24 M
13-F Portfolio Value: $285.46 M
Last 13-F Filed: Q4 2023
Concentration in top 10: 60.04%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
SNSHARKNINJA INC11.69%652,000$33,362,840311,00091.2%$51.1713F
ACVAACV AUCTIONS INC7.96%1,500,000$22,725,000-389,000-20.59%$15.1513F
LADLITHIA MOTORS INC6.11%53,000$17,451,840-10,000-15.87%$329.2813F
RELYREMITLY GLOBAL INC5.39%792,000$15,380,640-208,000-20.8%$19.4213F
FIFISERV INC5.03%108,000$14,346,720108,000New$132.8413F
FTDRFRONTDOOR INC4.94%400,000$14,088,000105,00035.59%$35.2213F
VRTVERTIV HOLDINGS CO4.91%292,000$14,024,760292,000New$48.0313F
IASINTEGRAL AD SCIENCE HOLDING CO4.76%945,000$13,598,550-455,000-32.5%$14.3913F
AMZNAMAZON COM INC4.68%88,000$13,370,720-50,000-36.23%$151.9413F
SKWDSKYWARD SPECIALTY INSURANCE GROUP4.57%385,000$13,043,800-89,000-18.78%$33.8813F
KNSLKINSALE CAPITAL GROUP INC3.99%34,000$11,386,94034,000New$334.9113F
BLDRBUILDERS FIRSTSOURCE INC3.98%68,100$11,368,61468,100New$166.9413F
ABGASBURY AUTOMOTIVE GROUP INC3.86%49,000$11,023,530-51,000-51%$224.9713F
VSTSVESTIS CORPORATION3.47%468,000$9,893,520468,000New$21.1413F
MQMARQETA INC2.68%1,098,000$7,664,040-600,000-35.34%$6.9813F
ARESARES MANAGEMENT CORPORATION2.67%64,000$7,610,88029,00082.86%$118.9213F
DUOLDUOLINGO INC2.54%32,000$7,259,2001,0003.23%$226.8513F
NUNU HOLDINGS LTD2.51%860,000$7,163,80045,0005.52%$8.3313F
APOAPOLLO GLOBAL MANAGEMENT INC2.24%68,500$6,383,51568,500New$93.1913F
AZEKAZEK COMPANY INC2.01%150,000$5,737,500-308,000-67.25%$38.2513F
NVTNVENT ELECTRIC PLC1.88%91,000$5,377,19091,000New$59.0913F
STRLSTERLING INFRASTRUCTURE INC1.72%56,000$4,924,08056,000New$87.9313F
KKRKKR AND CO INC1.68%58,000$4,805,30058,000New$82.8513F
SQSPSQUARESPACE INC1.35%117,000$3,862,170-12,000-9.3%$33.0113F
ARLOARLO TECHNOLOGIES INC1.3%389,000$3,703,280389,000New$9.5213F
CXMSPRINKLR INC1.18%280,000$3,371,200280,000New$12.0413F
FYBRFRONTIER COMMUNICATIONS0.89%100,000$2,534,000100,000New$25.3413F
AGLAGILON HEALTH INC-267,000Exited13F
BBWIBATH & BODY WORKS INC-242,000Exited13F
DKNGDRAFTKINGS INC-220,000Exited13F
METAMETA PLATFORMS INC-38,000Exited13F
GTLBGITLAB INC-175,000Exited13F
GPIGROUP 1 AUTOMOTIVE INC-14,000Exited13F
TPXTEMPUR SEALY INTERNATIONAL INC-253,000Exited13F
TOSTTOAST INC-314,000Exited13F
COCOTHE VITA COCO COMPANY INC-68,000Exited13F
WDAYWORKDAY INC-23,000Exited13F