Kintayl Capital LP: 13F holdings

CIK 20323852026Q2

Positions61
Reported value$251.7m
Filed2026-08-14

Top 10 holdings

SecuritySharesValueWeight
WTRG ESSENTIAL UTILS INC462,708$17.7m7.0%
NCR ATLEOS CORPORATION278,169$12.1m4.8%
SLAB SILICON LABORATORIES INC52,875$11.6m4.6%
ALLIED GOLD CORP387,350$9.2m3.7%
EA ELECTRONIC ARTS INC44,270$9.1m3.6%
ORLA MNG LTD NEW798,999$7.8m3.1%
D DOMINION ENERGY INC112,082$7.7m3.0%
AVALONBAY CMNTYS INC37,889$7.1m2.8%
KVUE KENVUE INC371,222$7.1m2.8%
VAL VALARIS LTD96,422$7.0m2.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2032385")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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