Cardinal Infrastructure Gr-a (CDNL) 13F Holdings Overview (Q2 2026)

CDNL ranks #3532 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CDNL is a top-conviction position for Engle Capital Management, L.P. — at 11.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CDNL belongs to FMR LLC, but the position matters far more to Engle Capital Management, L.P., who has 11.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

CDNL is down 8.2% today, but institutions show net buying of $799.4M this quarter — a divergence between today's price move and the underlying institutional flow.

CDNL closed its latest fiscal year with net income of $22.7M.

• Profitable — net income of $22.7M in the latest fiscal year
• Revenue grew 44.7% year over year
• Net income improved year over year, from $21.4M to $22.7M
• Generated $37.9M in positive operating cash flow
• Current ratio of 2.35x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.83x equity — within a conventional range