Engle Capital Partners Long Only Engle Capital Partners · Filed 2026-08-14 · CIK 0001684868 · Q2 2026
Form ADV discretionary AUM, 2026-10-02i
$492.4M
13F Equity Value
$364.1M
As of Q2 2026
13F long book at a glance — % of AUM
WULF · 14%
CDNL
ROAD
TBBB
LGN
TLN
+10 more · 14%
NON-13F · 26%
Holdings Activity Buys Sells History
% of AUMRECOMMENDED % of 13F
# Holding⇕ , sortable Ticker⇕ , sortable Value AUTO FULL K M B
% of AUM↓ , sorted descending # Shares Chg Shares⇕ , sortable % Chg⇕ , sortable % Out⇕ , sortable Source Weight 1 WULF $ 66.6M
13.5% 2,695,200 (254,900) (8.6%) 0.54% 13F 2 CARDINAL INFRASTRUCTURE GROUP HIST CDNL $ 42.2M
8.6% 447,655 +129,655 +40.8% 2.92% 13F 3 CONSTRUCTION PARTNERS INC HIST ROAD $ 35.4M
7.2% 298,118 +93,118 +45.4% 0.53% 13F 4 TBBB $ 32.3M
6.6% 775,574 +60,574 +8.5% — 13F 5 LGN $ 30.9M
6.3% 362,199 (148,501) (29.1%) 0.51% 13F 6 TLN $ 20.9M
4.2% 54,400 (8,102) (13.0%) 0.11% 13F 7 CIFR $ 18.9M
3.8% 771,283 (5,717) (0.7%) 0.19% 13F 8 AER $ 18.6M
3.8% 127,802 (36,198) (22.1%) 0.08% 13F 9 GOOGL $ 15.4M
3.1% 42,968 +16,616 +63.1% 0.00% 13F 10 HUT $ 15.0M
3.1% 130,339 (19,461) (13.0%) 0.11% 13F 11 STERLING INFRASTRUCTURE INC HIST STRL $ 14.4M
2.9% 17,196 (9,304) (35.1%) 0.06% 13F 12 STEP $ 12.4M
2.5% 300,000 +62,784 +26.5% 0.37% 13F 13 FLS $ 10.6M
2.2% 143,000 (107,000) (42.8%) 0.11% 13F 14 RMIX $ 6.5M
1.3% 288,104 +288,104 NEW 0.66% 13F 15 CCJ $ 5.5M
1.1% 54,347 +23,514 +76.3% 0.01% 13F 16 MRX $ 4.8M
1.0% 79,037 (121,959) (60.7%) 0.11% 13F 17 COMFORT SYSTEMS USA INC HIST FIX $ 4.8M
1.0% 2,417 (5,983) (71.2%) 0.01% 13F 18 DY $ 4.6M
0.9% 9,160 +9,160 NEW 0.03% 13F 19 APPLIED AEROSPACE & DEFENSE HIST AADX $ 3.3M
0.7% 146,787 +146,787 NEW 0.09% 13F 20 CVNA $ 0.9M
0.2% 13,316 +1,316 +11.0% 0.00% 13F Positions are primarily from the latest 13F-HR. Schedule 13D/13G filings (>5% stakes) are merged in when present; they report shares and percent of class but not dollar value. Chg Shares is the absolute change vs the same position in the prior quarter's 13F. % Out is position shares ÷ issuer shares outstanding (from the issuer's latest XBRL cover-page figure; weighted-average basic shares as a fallback), or the percent of class reported on a 13D/13G. Where a figure can't be sourced from a filing it shows “—” — never an estimate.
Rockwood Research · Holdings data is sourced from SEC EDGAR 13F-HR filings and XBRL company facts. Capital denominators are reported facts (Form ADV discretionary AUM, total investment portfolio, or shareholders' equity) or omitted, and labelled by source. 13F filings disclose long US-listed equity positions only, on a ~45 day lag. Built with AI and not hand-checked figure-by-figure — verify against the linked filings. Nothing here is investment advice.
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