Institutional Manager · CIK 0002032385
Kintayl Capital LP
NEW YORK, NY · File #028-25112
Latest AUM
$165.6M
Positions
44
Top-10 Concentration
55.2%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ESSENTIAL UTILS INC | 29670G102 | 376,095 | $14.4M | 8.71% |
| 2 | SYNOVUS FINL CORP | 87161C501 | 276,426 | $13.8M | 8.35% |
| 3 | NORFOLK SOUTHN CORP | 655844108 | 36,572 | $10.6M | 6.38% |
| 4 | QORVO INC | QRVO | 124,268 | $10.5M | 6.34% |
| 5 | NEW GOLD INC CDA | 644535106 | 1,136,568 | $9.9M | 5.98% |
| 6 | NORTHWESTERN ENERGY GROUP IN | NWE | 130,127 | $8.4M | 5.07% |
| 7 | LIBERTY BROADBAND CORP | LBRDP | 167,262 | $8.1M | 4.91% |
| 8 | KENVUE INC | KVUE | 352,734 | $6.1M | 3.67% |
| 9 | REV GROUP INC | 749527107 | 81,366 | $4.9M | 2.99% |
| 10 | HONEYWELL INTL INC | 438516106 | 23,455 | $4.6M | 2.76% |
| 11 | RIOT PLATFORMS INC | RIOT | 337,235 | $4.3M | 2.58% |
| 12 | ELECTRONIC ARTS INC | EA | 19,799 | $4.0M | 2.44% |
| 13 | WARNER BROS DISCOVERY INC | WBD | 137,480 | $4.0M | 2.39% |
| 14 | LIVE NATION ENTERTAINMENT IN | LYV | 27,352 | $3.9M | 2.35% |
| 15 | CYBERARK SOFTWARE LTD | M2682V108 | 8,309 | $3.7M | 2.24% |
| 16 | POTLATCHDELTIC CORPORATION | 737630103 | 84,787 | $3.4M | 2.04% |
| 17 | MAPLEBEAR INC | CART | 72,543 | $3.3M | 1.97% |
| 18 | TXNM ENERGY INC | TXNM | 53,577 | $3.2M | 1.90% |
| 19 | VIKING THERAPEUTICS INC | VKTX | 87,053 | $3.1M | 1.85% |
| 20 | AIR LEASE CORP | AIIR | 47,011 | $3.0M | 1.82% |