Engle Capital Management, LP

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Skyward Specialty Insurance Group, Inc.
SKWD
$14.18M0.95379,000-1.56%-$224,460.003.95
Arlo Technologies, Inc.
ARLO
$11.38M0.92900,000+131.36%+$6.46M3.17
ACV Auctions Inc.
ACVA
$26.28M0.851.4M-6.67%-$1.88M7.33
BBB Foods Inc.
TBBB
$17M0.64715,000New+$17M4.74
SharkNinja, Inc.
SN
$35.51M0.41570,000-12.58%-$5.11M9.9
Sterling Infrastructure, Inc.
STRL
$11.03M0.32100,000+78.57%+$4.85M3.08
Frontdoor, Inc.
FTDR
$6.87M0.27211,000-47.25%-$6.16M1.92
Vestis Corporation
VSTS
$6.59M0.26342,000-26.92%-$2.43M1.84
Asbury Automotive Group, Inc.
ABG
$8.96M0.1938,000-22.45%-$2.59M2.5
Lithia Motors, Inc.
LAD
$13.54M0.1645,000-15.09%-$2.41M3.77
nVent Electric plc
NVT
$20.43M0.16271,000+197.8%+$13.57M5.7
Remitly Global, Inc.
RELY
$6.06M0.15292,000-63.13%-$10.37M1.69
Kinsale Capital Group, Inc.
KNSL
$14.69M0.1228,000-17.65%-$3.15M4.1
Marqeta, Inc.
MQ
$3.4M0.11570,000-48.09%-$3.15M0.95
Vertiv Holdings Co
VRT
$25.48M0.08312,000+6.85%+$1.63M7.1
Duolingo, Inc.
DUOL
$6.62M0.0730,000-6.25%-$441,160.001.85
Vistra Corp.
VST
$13.79M0.06198,000New+$13.79M3.84
Builders FirstSource, Inc.
BLDR
$9.38M0.0445,000-33.92%-$4.82M2.62
Nu Holdings Ltd.
NU
$15.7M0.031.32M+53.02%+$5.44M4.38
Quanta Services, Inc.
PWR
$9.64M0.0337,100New+$9.64M2.69
Apollo Global Management, Inc.
APO
$14.51M0.02129,000+88.32%+$6.8M4.04
KKR & Co. Inc.
KKR
$16.6M0.02165,000+184.48%+$10.76M4.63
Fiserv, Inc.
FI
$15.34M0.0296,000-11.11%-$1.92M4.28
The Progressive Corporation
PGR
$11.81M0.0157,100New+$11.81M3.29
Constellation Energy Corporation
CEG
$3.7M0.0120,000New+$3.7M1.03
Dell Technologies Inc.
DELL
$1.83M<0.0116,000New+$1.83M0.51
Amazon.com, Inc.
AMZN
$14.79M<0.0182,000-6.82%-$1.08M4.12
NVIDIA Corporation
NVDA
$3.61M<0.014,000New+$3.61M1.01