§ 13F · FUND PROFILE
Kintayl Capital LP.
AUM · $146M (13F)Positions · 36Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$89M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 39K | $29M | 11.4% | −4% |
| 2 | WTRG | ESSENTIAL UTILS INC | 463K | $18M | 7.0% | +29% |
| 3 | NATL | NCR ATLEOS CORPORATION | 278K | $12M | 4.8% | +79% |
| 4 | SLAB | SILICON LABORATORIES INC | 53K | $12M | 4.6% | +169% |
| 5 | HYG | ISHARES TR | 115K | $9M | 3.7% | NEW |
| 6 | AAUC | ALLIED GOLD CORP | 387K | $9M | 3.7% | +145% |
| 7 | EA | ELECTRONIC ARTS INC | 44K | $9M | 3.6% | +79% |
| 8 | ORLA | ORLA MNG LTD NEW | 799K | $8M | 3.1% | NEW |
| 9 | D | DOMINION ENERGY INC | 112K | $8M | 3.0% | NEW |
| 10 | AVB | AVALONBAY CMNTYS INC | 38K | $7M | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KINTAYL SIGNAL
AC read
Kintayl Capital LP is a Other fund managing $146 million in assets. The fund runs a portfolio of 36 positions.
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