Engle Capital Management, L.P. Buys Frontdoor Inc, Smartsheet Inc, Worldpay Inc, Sells Global Payments Inc, Tableau Software Inc, At Home Group Inc

• New Purchases: UPLD, RPAY, CHNG, AVTR,
• Added Positions: FTDR, SMAR, WP, FDC, AVLR, AYX, GDDY, APPN, NOW,
• Reduced Positions: GPN, PS, TDOC, PLNT, ALRM, REZI, TRHC,
• Sold Out: DATA, HOME, PAGS, ANGI, STNE,

For the details of Engle Capital Management, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/engle+capital+management%2C+l.p./current-portfolio/portfolio

1. Frontdoor Inc (FTDR) - 1,430,000 shares, 14.76% of the total portfolio. Shares added by 74.39%
2. GoDaddy Inc (GDDY) - 665,000 shares, 11.06% of the total portfolio. Shares added by 10.83%
3. Worldpay Inc (WP) - 375,000 shares, 10.89% of the total portfolio. Shares added by 41.51%
4. Global Payments Inc (GPN) - 228,000 shares, 8.65% of the total portfolio. Shares reduced by 39.2%
5. Alteryx Inc (AYX) - 252,000 shares, 6.52% of the total portfolio. Shares added by 31.25%

Engle Capital Management, L.P. initiated holding in Upland Software Inc. The purchase prices were between $40.03 and $52.77, with an estimated average price of $45.72. The stock is now traded at around $41.34. The impact to a portfolio due to this purchase was 2.1%. The holding were 195,000 shares as of .

Engle Capital Management, L.P. initiated holding in Repay Holdings Corp. The purchase prices were between $10.19 and $10.5, with an estimated average price of $10.33. The stock is now traded at around $11.72. The impact to a portfolio due to this purchase was 1.59%. The holding were 644,000 shares as of .

Engle Capital Management, L.P. initiated holding in Change Healthcare Inc. The purchase prices were between $14.6 and $15, with an estimated average price of $14.8. The stock is now traded at around $14.10. The impact to a portfolio due to this purchase was 1.38%. The holding were 400,000 shares as of .

Engle Capital Management, L.P. initiated holding in Avantor Inc. The purchase prices were between $14.5 and $19.09, with an estimated average price of $17.79. The stock is now traded at around $15.97. The impact to a portfolio due to this purchase was 0.79%. The holding were 175,000 shares as of .

Engle Capital Management, L.P. added to a holding in Frontdoor Inc by 74.39%. The purchase prices were between $33.54 and $43.55, with an estimated average price of $38.38. The stock is now traded at around $49.19. The impact to a portfolio due to this purchase was 6.3%. The holding were 1,430,000 shares as of .

Engle Capital Management, L.P. added to a holding in Smartsheet Inc by 177.78%. The purchase prices were between $38.03 and $48.87, with an estimated average price of $42.46. The stock is now traded at around $46.33. The impact to a portfolio due to this purchase was 3.67%. The holding were 500,000 shares as of .

Engle Capital Management, L.P. added to a holding in Worldpay Inc by 41.51%. The purchase prices were between $111.23 and $125.41, with an estimated average price of $118.52. The stock is now traded at around $135.00. The impact to a portfolio due to this purchase was 3.19%. The holding were 375,000 shares as of .

Engle Capital Management, L.P. added to a holding in First Data Corp by 46.95%. The purchase prices were between $24.62 and $27.33, with an estimated average price of $26. The stock is now traded at around $31.69. The impact to a portfolio due to this purchase was 2%. The holding were 977,200 shares as of .

Engle Capital Management, L.P. added to a holding in Avalara Inc by 70.97%. The purchase prices were between $54.8 and $74.62, with an estimated average price of $64.49. The stock is now traded at around $84.38. The impact to a portfolio due to this purchase was 1.88%. The holding were 265,000 shares as of .

Engle Capital Management, L.P. added to a holding in Alteryx Inc by 31.25%. The purchase prices were between $80.66 and $109.98, with an estimated average price of $90.78. The stock is now traded at around $131.25. The impact to a portfolio due to this purchase was 1.55%. The holding were 252,000 shares as of .

Engle Capital Management, L.P. sold out a holding in Tableau Software Inc. The sale prices were between $108.26 and $171.89, with an estimated average price of $130.93.

Engle Capital Management, L.P. sold out a holding in At Home Group Inc. The sale prices were between $6.61 and $24.5, with an estimated average price of $17.84.

Engle Capital Management, L.P. sold out a holding in PagSeguro Digital Ltd. The sale prices were between $25.3 and $38.97, with an estimated average price of $30.89.

Engle Capital Management, L.P. sold out a holding in ANGI Homeservices Inc. The sale prices were between $12.96 and $18.55, with an estimated average price of $15.41.

Engle Capital Management, L.P. sold out a holding in StoneCo Ltd. The sale prices were between $24.69 and $42.93, with an estimated average price of $29.32.