13F Filings/Engle Capital Management, L.P.

Engle Capital Management, L.P.

Hedge FundCIK0001684868LocationGREENWICH, CT 06830, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ2 2026Quarter ended30 Jun 2026Filed14 Aug 2026
Firm profile · Form ADV
SEC adviser registration

Engle Capital Management, L.P. is a Delaware partnership based in Greenwich, Connecticut, that was formed in October 2014 by Portfolio Manager Jeffrey Helman and began operating as an investment adviser in June 2015. The firm provides investment advisory services to private investment funds offered to investors through a private placement basis. These funds utilize a master-feeder fund structure that includes an onshore Delaware limited partnership and an offshore Cayman Islands exempted limited company. *(Note: The provided excerpt abruptly cuts off before detailing the specific investment strategies from Item 8.)*Summarised from the firm’s Form ADV Part 2A brochure.

CRD
178525 · 801-110191
Portfolio Turnover
20%
Of book traded, QoQ
Positions
20
Long U.S. equities
Top 10 Concentration
81%
Of reported value
QoQ Change
$70.6M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
Regulatory AUM
$492M
Form ADV, as of Mar 2026
● 100% discretionary ($492M)
By client type
Pooled investment vehicles: $492M (100.0%) · 4 clients
Pooled investment vehicles
$492M · 100%
13F AUM over time
$364M
Q2 ’26 · 13F AUM
▲ 158%
39 quarters
Reported Holdings
Q2 2026 · upgrade to Pro for past quarters
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★ Position spotlightWULFTERAWULF INC · 18.3% of bookThis highlighted stock and its 1Y chart are public
Loading position history…
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
TERAWULF INC
WULF· Financials
2.70MSH$66.6M~$24.70$14.80▼40.1%18.3%▼ 8.6%Reduced
CARDINAL INFRASTRUCTURE GROUP
CDNL· Industrials
448KSH$42.2M~$94.20$30.60▼67.5%11.6%▲ 40.8%Added
CONSTRUCTION PARTNERS INC
ROAD· Industrials
298KSH$35.4M~$118.77$90.03▼24.2%9.7%▲ 45.4%Added
BBB FOODS INC
776KSH$32.3M~$41.67——8.9%▲ 8.5%Added
LEGENCE CORP
LGN· Industrials
362KSH$30.9M~$85.23$53.68▼37.0%8.5%▼ 29.1%Reduced
TALEN ENERGY CORP
TLN· Utilities
54KSH$20.9M~$384.26$312.69▼18.6%5.7%▼ 13.0%Reduced
CIPHER DIGITAL INC
CIFR· Financials
771KSH$18.9M~$24.50$15.82▼35.4%5.2%▼ 0.7%Reduced
AERCAP HOLDINGS NV
128KSH$18.6M~$145.78——5.1%▼ 22.1%Reduced
ALPHABET INC
GOOGL· Communication Services
43KSH$15.4M~$357.37$344.08▼3.7%4.2%▲ 63.1%Added
HUT 8 CORP
HUT· Financials
130KSH$15.0M~$115.45$86.10▼25.4%4.1%▼ 13.0%Reduced
WULFTERAWULF INCReduced
$66.6M· 18.3%· 2.70M SH· ▼ 8.6%· cost $24.70· last $14.80· ▼40.1%
Financials · COM · SOLE
CDNLCARDINAL INFRASTRUCTURE GROUPAdded
$42.2M· 11.6%· 448K SH· ▲ 40.8%· cost $94.20· last $30.60· ▼67.5%
Industrials · CL A · SOLE
ROADCONSTRUCTION PARTNERS INCAdded
$35.4M· 9.7%· 298K SH· ▲ 45.4%· cost $118.77· last $90.03· ▼24.2%
Industrials · COM CL A · SOLE
BBB FOODS INCAdded
$32.3M· 8.9%· 776K SH· ▲ 8.5%· cost $41.67
CL A COM · SOLE
LGNLEGENCE CORPReduced
$30.9M· 8.5%· 362K SH· ▼ 29.1%· cost $85.23· last $53.68· ▼37.0%
Industrials · CL A · SOLE
TLNTALEN ENERGY CORPReduced
$20.9M· 5.7%· 54K SH· ▼ 13.0%· cost $384.26· last $312.69· ▼18.6%
Utilities · COM · SOLE
CIFRCIPHER DIGITAL INCReduced
$18.9M· 5.2%· 771K SH· ▼ 0.7%· cost $24.50· last $15.82· ▼35.4%
Financials · COM · SOLE
AERCAP HOLDINGS NVReduced
$18.6M· 5.1%· 128K SH· ▼ 22.1%· cost $145.78
SHS · SOLE
GOOGLALPHABET INCAdded
$15.4M· 4.2%· 43K SH· ▲ 63.1%· cost $357.37· last $344.08· ▼3.7%
Communication Services · CL A · SOLE
HUTHUT 8 CORPReduced
$15.0M· 4.1%· 130K SH· ▼ 13.0%· cost $115.45· last $86.10· ▼25.4%
Financials · COM · SOLE
1–10 of 20
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Sector Breakdown
Q2 2026
Industrials39.2% · $142.9M
Financials31.0% · $112.9M
Unclassified18.0% · $65.6M
Utilities5.7% · $20.9M
Communication Services4.2% · $15.4M
Energy1.5% · $5.5M
Consumer Discretionary0.2% · $876K
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