Engle Capital Management, L.P. - Q42025 Holdings

Engle Capital Management, L.P. holds 27 stocks with a total portfolio value of $ 259.15M as of Q42025. In Q42025, Engle Capital Management, L.P. added 14 new positions, increased stakes in 6 stocks, reduced 7 holdings, and fully exited 10 positions. The largest holding is Talen Energy Corp (TLN), representing 11.14% of the total portfolio.