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| Name: |
Engle Capital Management L.P. |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10036 |
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data |
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| Holdings
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7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SN |
SharkNinja, Inc |
1 |
- |
$67.03 |
$33,363,000 |
652,000 |
11.69% |
17,554,000 |
311,000 |
0.469 |
N/A |
|
|
FISV |
Fiserv Inc |
5 |
- |
$153.29 |
$14,347,000 |
108,000 |
5.03% |
14,347,000 |
108,000 |
0.016 |
Business Software & S... |
|
|
FTDR |
Frontdoor Inc |
6 |
- |
$36.12 |
$14,088,000 |
400,000 |
4.94% |
5,064,000 |
105,000 |
0.428 |
N/A |
|
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BLDR |
Builders Firstsource Inc |
12 |
- |
$163.46 |
$11,369,000 |
68,100 |
3.98% |
11,369,000 |
68,100 |
0.033 |
Home Improvement Stores |
|
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ARES |
Ares Management Lp |
16 |
- |
$0.00 |
$7,611,000 |
64,000 |
2.67% |
4,011,000 |
29,000 |
0.038 |
N/A |
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DUOL |
Duolingo, Inc. |
17 |
- |
$244.64 |
$7,259,000 |
32,000 |
2.54% |
2,117,000 |
1,000 |
0.106 |
N/A |
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NU |
Nu Holdings Ord Shs Class A |
18 |
- |
$0.00 |
$7,164,000 |
860,000 |
2.51% |
1,255,000 |
45,000 |
0.025 |
N/A |
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