Investor
Kintayl Capital LP
CIK 0002032385 · filed 2026-05-15 · SEC filing
13F book
$192M
Positions
44
20 new · 20 sold
Largest name
7.5%
Essential Utils Inc
Est. mark
$578.8K
Price effect on 24 names still held. Flow −$3.68M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Essential Utils Inc | — | 359K | $14.5M | 7.5% | $685.8K | Cut$31.3K |
| Qorvo, Inc. | QRVO | 164.8K | $12.8M | 6.6% | −$883.5K | Added$2.26M |
| Northwestern Energy Group In | — | 170.1K | $11.2M | 5.8% | $182.2K | Added$2.82M |
| Kenvue Inc. | KVUE | 611.4K | $10.5M | 5.5% | −$3.53K | Added$4.46M |
| Liberty Broadband Corp | — | 196.5K | $9.88M | 5.1% | $284.3K | Added$1.75M |
| NCR Atleos Corp | NATL | 155.2K | $6.76M | 3.5% | — | New |
| Webster Finl Corp | — | 94.8K | $6.58M | 3.4% | — | New |
| Norfolk Southn Corp | — | 21.3K | $6.1M | 3.2% | −$36.6K | Cut−$4.46M |
| Aes Corp | AES | 392.6K | $5.53M | 2.9% | — | New |
| Valaris Ltd | — | 54.8K | $5.38M | 2.8% | — | New |
| Electronic Arts Inc. | EA | 24.7K | $5.04M | 2.6% | −$9.11K | Added$990.1K |
| Allied Gold Corp | AAUC | 158.3K | $4.91M | 2.6% | — | New |
| Warner Bros. Discovery, Inc. | WBD | 168K | $4.61M | 2.4% | −$187K | Added$650.4K |
| Coterra Energy Inc | — | 126.4K | $4.44M | 2.3% | — | New |
| Silicon Laboratories Inc. | SLAB | 19.7K | $4.1M | 2.1% | — | New |
| Txnm Energy Inc | TXNM | 68.6K | $4.01M | 2.1% | −$22.5K | Added$855.9K |
| Hologic Inc | — | 52.8K | $3.99M | 2.1% | $19.1K | Added$2.7M |
| Riot Platforms, Inc. | RIOT | 274.9K | $3.4M | 1.8% | −$85.2K | Cut−$874.8K |
| Digitalbridge Group Inc | — | 175.6K | $2.71M | 1.4% | — | New |
| Honeywell Intl Inc | — | 11.7K | $2.65M | 1.4% | $362.9K | Cut−$1.92M |
| Air Lease Corp | — | 38.9K | $2.53M | 1.3% | $27.7K | Cut−$490.3K |
| National Storage Affiliates | — | 62.8K | $2.37M | 1.2% | — | New |
| DuPont de Nemours, Inc. | DD | 51K | $2.34M | 1.2% | $285.6K | Cut−$132.7K |
| Clearwater Analytics Hldgs I | — | 96.3K | $2.28M | 1.2% | — | New |
| Thermon Group Hldgs Inc | — | 44.4K | $2.24M | 1.2% | — | New |
| Cantaloupe Inc | — | 193.4K | $2.09M | 1.1% | $28.6K | Added$491.2K |
| Arcellx Inc | — | 17.5K | $2.01M | 1.0% | — | New |
| Sun Ctry Airls Hldgs Inc | — | 107K | $1.77M | 0.9% | — | New |
| Qnity Electronics, Inc. | Q | 14.8K | $1.7M | 0.9% | $497.7K | Cut$96.2K |
| Zim Integrated Shipping Serv | — | 57.1K | $1.5M | 0.8% | — | New |
| Terns Pharmaceuticals Inc | — | 28.5K | $1.5M | 0.8% | — | New |
| Brighthouse Finl Inc | — | 25.1K | $1.5M | 0.8% | −$123.1K | Cut−$1.26M |
| Proassurance Corp | — | 56.9K | $1.41M | 0.7% | $25.7K | Added$294.9K |
| Maplebear Inc. | CART | 29.3K | $1.1M | 0.6% | −$220.6K | Cut−$2.16M |
| Lamb Weston Hldgs Inc | — | 24.3K | $1.03M | 0.5% | $9K | Cut−$720.4K |
| Onestream Inc | — | 42.5K | $1.02M | 0.5% | — | New |
| Live Nation Entertainment In | — | 6.26K | $954.1K | 0.5% | $62.6K | Cut−$2.94M |
| Viking Therapeutics, Inc. | VKTX | 29.3K | $952.5K | 0.5% | −$77.3K | Cut−$2.11M |
| Penumbra Inc | PEN | 2.84K | $933.6K | 0.5% | — | New |
| American Woodmark Corporatio | — | 19.6K | $780.2K | 0.4% | −$275.6K | Cut−$1.44M |
| Fedex Corp | FDX | 1.61K | $573.5K | 0.3% | — | New |
| Becton Dickinson & Co | BDX | 2.42K | $380.7K | 0.2% | — | New |
| Stellar Bancorp Inc | — | 7.76K | $283.9K | 0.1% | — | New |
| Veeco Instrs Inc Del | — | 5.99K | $203K | 0.1% | $31.6K | Cut−$2.34M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.