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ENGLE CAPITAL MANAGEMENT, L.P.

AUM: $489.39 M

13-F Portfolio Value: $364.10 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 81.34%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
RMIX	SUNCRETE INC	1.78%	288,104	$6,490,983	288,104	New	$22.53	13F
DY	DYCOM INDUSTRIES INC	1.27%	9,160	$4,631,204	9,160	New	$505.59	13F
AADX	APPLIED AEROSPACE & DEFENSE	0.92%	146,787	$3,343,808	146,787	New	$22.78	13F