AYAL Capital Advisors Ltd: 13F holdings
CIK 20115242026Q2
| Positions | 43 |
|---|---|
| Reported value | $369.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PUMP PROPETRO HLDG CORP | 979,100 | $14.0m | 3.8% |
| CLS CELESTICA INC | 30,600 | $11.2m | 3.0% |
| PORCH GROUP INC | 648,829 | $9.8m | 2.6% |
| SEI SOLARIS ENERGY INFRAS INC | 109,100 | $8.8m | 2.4% |
| PAR PAR TECHNOLOGY CORP | 450,000 | $7.8m | 2.1% |
| REZI RESIDEO TECHNOLOGIES INC | 250,000 | $7.8m | 2.1% |
| TSAT TELESAT CORP | 151,500 | $7.7m | 2.1% |
| GIL GILDAN ACTIVEWEAR INC | 146,800 | $7.6m | 2.0% |
| SRI STONERIDGE INC | 1,004,860 | $7.4m | 2.0% |
| OFIX ORTHOFIX MED INC | 775,421 | $7.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011524")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.