AYAL Capital Advisors Ltd
Net seller this quarter
$370M
39
-$48.5M
24.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PUMP | $14M | 3.80% | 0.80% | +101.5% | Q1 2026 |
 CLS | $11.2M | 3.02% | 0.03% | -9.5% | Q4 2023 |
 PRCH | $9.76M | 2.64% | 0.51% | -8.2% | Q4 2025 |
 SEI | $8.78M | 2.37% | Not reported | -59.4% | Q1 2025 |
 PAR | $7.84M | 2.12% | 1.09% | +101.7% | Q3 2025 |
 REZI | $7.78M | 2.10% | 0.17% | Not reported | Q4 2025 |
 TSAT | $7.67M | 2.07% | Not reported | +2.4% | Q1 2026 |
 GIL | $7.57M | 2.05% | 0.08% | New | Q2 2026 |
 SRI | $7.36M | 1.99% | 3.52% | -7.7% | Q4 2023 |
 OFIX | $7.09M | 1.92% | 1.90% | -1.1% | Q4 2023 |
 RRX | $6.67M | 1.80% | 0.04% | New | Q2 2026 |
 SHC | $6.43M | 1.74% | 0.13% | +101.1% | Q1 2026 |
 GLNG | $6.24M | 1.69% | 0.12% | +12.1% | Q3 2024 |
 KBR | $5.87M | 1.59% | 0.13% | Not reported | Q1 2024 |
 FLEX | $5.83M | 1.58% | 0.01% | Not reported | Q4 2023 |
 CCOI | $5.55M | 1.50% | 0.78% | Not reported | Q2 2024 |
 APTV | $5.52M | 1.49% | 0.04% | -5.3% | Q1 2026 |
 DCH | $5.43M | 1.47% | 0.42% | +25.3% | Q3 2025 |
 GFF | $5.36M | 1.45% | 0.12% | -54.2% | Q1 2026 |
 CTRI | $5.29M | 1.43% | 0.17% | Not reported | Q4 2025 |
 SLM | $5.19M | 1.40% | 0.11% | -33.3% | Q3 2025 |
 NN | $5.02M | 1.36% | 0.17% | New | Q2 2026 |
 FBIN | $4.96M | 1.34% | 0.08% | New | Q2 2026 |
 BIO | $4.8M | 1.30% | 0.06% | Not reported | Q3 2025 |
 SGHC | $4.61M | 1.25% | 0.07% | -8.6% | Q4 2025 |
 SKYH | $4.18M | 1.13% | Not reported | Not reported | Q1 2025 |
 QDEL | $3.15M | 0.85% | 0.26% | New | Q2 2026 |
 BALL | $2.65M | 0.72% | 0.02% | New | Q2 2026 |
 HUBG | $2.3M | 0.62% | 0.07% | New | Q2 2026 |
 OSG | $1.75M | 0.47% | 0.62% | New | Q2 2026 |
 RRGB | $1.44M | 0.39% | 0.97% | New | Q2 2026 |
 GFL | $1.29M | 0.35% | Not reported | New | Q2 2026 |
 COMP | $1.23M | 0.33% | 0.01% | New | Q2 2026 |
 SII | $1.07M | 0.29% | 0.04% | New | Q2 2026 |
 CIGI | $1.03M | 0.28% | 0.03% | +120.0% | Q1 2026 |
 NVRI | $1.01M | 0.27% | 0.16% | Not reported | Q4 2023 |
 TAC | $899K | 0.24% | 0.02% | Not reported | Q3 2024 |
 SWIM | $726K | 0.20% | 0.10% | Not reported | Q1 2025 |
 BGSI | $716K | 0.19% | 0.03% | -89.4% | Q4 2025 |
| Q1 2026 | |||||
| SEI | $15.2M | 4.12% | Not reported | -13.0% | Q1 2025 |
| CLS | $9.52M | 2.58% | 0.03% | +119.5% | Q4 2023 |
| BGSI | $9.1M | 2.47% | 0.26% | +22.6% | Q4 2025 |
| OFIX | $8.99M | 2.44% | 1.94% | +5.6% | Q4 2023 |
| GFF | $8.72M | 2.36% | 0.26% | New | Q1 2026 |
 TFII | $8.68M | 2.35% | 0.09% | +105.1% | Q1 2024 |
| REZI | $8.43M | 2.28% | 0.17% | +77.5% | Q4 2025 |
 ACA | $7.79M | 2.11% | 0.15% | +9.6% | Q4 2023 |
 ATEX | $7.53M | 2.04% | 1.04% | -25.6% | Q1 2025 |
| PUMP | $7M | 1.90% | 0.40% | New | Q1 2026 |
 MIDD | $6.63M | 1.80% | 0.11% | +13.6% | Q4 2025 |
| APTV | $6.6M | 1.79% | 0.04% | New | Q1 2026 |
| SLM | $6.42M | 1.74% | 0.16% | +77.3% | Q3 2025 |
| GLNG | $6.05M | 1.64% | 0.11% | -30.8% | Q3 2024 |
 SMTC | $5.57M | 1.51% | 0.08% | New | Q1 2026 |
 CLMT | $5.45M | 1.48% | 0.17% | -22.1% | Q2 2025 |
 MEOH | $5.44M | 1.48% | 0.12% | Not reported | Q2 2025 |
| TSAT | $5.36M | 1.45% | Not reported | New | Q1 2026 |
| SRI | $5.26M | 1.43% | 3.86% | Not reported | Q4 2023 |
| CTRI | $5.11M | 1.39% | 0.17% | -12.5% | Q4 2025 |
| PRCH | $5.07M | 1.37% | 0.57% | +73.8% | Q4 2025 |
 DCO | $4.88M | 1.32% | 0.27% | Not reported | Q3 2025 |
| DCH | $4.74M | 1.29% | 0.34% | Not reported | Q3 2025 |
| SKYH | $4.09M | 1.11% | Not reported | Not reported | Q1 2025 |
| SGHC | $4.02M | 1.09% | 0.07% | -1.4% | Q4 2025 |
 NTGR | $3.93M | 1.07% | 0.64% | -11.6% | Q2 2025 |
 LULU | $3.83M | 1.04% | 0.02% | New | Q1 2026 |
| PAR | $2.97M | 0.81% | 0.54% | +8.9% | Q3 2025 |
 GXO | $2.85M | 0.77% | 0.05% | -45.0% | Q2 2025 |
| SHC | $2.58M | 0.70% | 0.06% | New | Q1 2026 |
 VOYG | $2.57M | 0.70% | Not reported | New | Q1 2026 |
| NGVT | $2.17M | 0.59% | 0.09% | New | Q1 2026 |
| TAC | $852K | 0.23% | 0.02% | +153.9% | Q3 2024 |
 TIPT | $550K | 0.15% | 0.09% | Not reported | Q4 2023 |
| CIGI | $534K | 0.14% | 0.01% | New | Q1 2026 |
 CAE | $430K | 0.12% | 0.01% | +22.2% | Q4 2025 |
 ASTL | $392K | 0.11% | 0.09% | Not reported | Q4 2023 |
| Q4 2025 | |||||
| NVRI | $15.1M | 5.25% | Not reported | -30.0% | Q4 2023 |
| SEI | $14.2M | 4.95% | Not reported | +33.6% | Q1 2025 |
| OFIX | $11.3M | 3.92% | 1.86% | -10.6% | Q4 2023 |
| BGSI | $9.26M | 3.23% | 0.21% | New | Q4 2025 |
| PAR | $7.44M | 2.59% | 0.50% | +70.8% | Q3 2025 |
| ACA | $7.12M | 2.48% | 0.14% | +40.4% | Q4 2023 |
| MIDD | $6.54M | 2.28% | 0.09% | New | Q4 2025 |
| SRI | $6.31M | 2.20% | 3.89% | +2.1% | Q4 2023 |
| BIO | $6.06M | 2.11% | 0.07% | +14.3% | Q3 2025 |
| GLNG | $6M | 2.09% | 0.16% | +6.8% | Q3 2024 |
| ATEX | $5.78M | 2.02% | 1.41% | +26.8% | Q1 2025 |
| GXO | $5.26M | 1.83% | 0.09% | -21.3% | Q2 2025 |
| DCH | $5.13M | 1.79% | 0.67% | -27.2% | Q3 2025 |
| CTRI | $5.05M | 1.76% | 0.20% | New | Q4 2025 |
 KD | $5.05M | 1.76% | 0.08% | New | Q4 2025 |
| NTGR | $5M | 1.74% | 0.73% | -0.7% | Q2 2025 |
| REZI | $4.95M | 1.72% | 0.09% | New | Q4 2025 |
| SLM | $4.58M | 1.60% | 0.08% | -19.4% | Q3 2025 |
| CLS | $4.55M | 1.59% | 0.01% | -13.5% | Q4 2023 |
| SGHC | $4.51M | 1.57% | 0.07% | New | Q4 2025 |
| TFII | $4.03M | 1.40% | 0.05% | +218.0% | Q1 2024 |
 GENI | $3.88M | 1.35% | 3.52% | Not reported | Q4 2023 |
| CLMT | $3.87M | 1.35% | 0.22% | -53.2% | Q2 2025 |
| SKYH | $3.81M | 1.33% | Not reported | Not reported | Q1 2025 |
| DCO | $3.81M | 1.33% | 0.27% | Not reported | Q3 2025 |
| PRCH | $3.71M | 1.29% | 0.33% | New | Q4 2025 |
 SGRY | $3.48M | 1.21% | 0.17% | +80.0% | Q2 2025 |
 SOLS | $3.4M | 1.19% | 0.04% | New | Q4 2025 |
 MGNI | $3.25M | 1.13% | 0.14% | +0.5% | Q2 2025 |
 LLYVA | $2.53M | 0.88% | Not reported | -43.6% | Q1 2025 |
 CDNL | $2.28M | 0.79% | Not reported | New | Q4 2025 |
 ATS | $1.99M | 0.69% | 0.07% | New | Q4 2025 |
| SWIM | $1.91M | 0.66% | 0.26% | -64.7% | Q1 2025 |
 TU | $790K | 0.28% | 0.00% | New | Q4 2025 |
| CAE | $411K | 0.14% | 0.00% | New | Q4 2025 |
| TAC | $324K | 0.11% | 0.01% | -90.0% | Q3 2024 |
| Q3 2025 | |||||
| NVRI | $15.2M | 5.99% | Not reported | +37.1% | Q4 2023 |
| OFIX | $12.1M | 4.78% | 2.10% | -12.0% | Q4 2023 |
| SEI | $9.25M | 3.64% | Not reported | -22.1% | Q1 2025 |
| SRI | $8.13M | 3.20% | 3.81% | +15.5% | Q4 2023 |
| CLMT | $7.6M | 2.99% | 0.48% | +24.4% | Q2 2025 |
| GXO | $6.72M | 2.64% | 0.11% | -5.9% | Q2 2025 |
| NTGR | $6.64M | 2.61% | 0.71% | -18.0% | Q2 2025 |
| DCH | $6.61M | 2.60% | 0.93% | New | Q3 2025 |
| SWIM | $6.47M | 2.55% | 0.73% | +6.3% | Q1 2025 |
 BKD | $6.45M | 2.54% | 0.32% | -34.0% | Q3 2024 |
| GLNG | $6.1M | 2.40% | 0.14% | +4.6% | Q3 2024 |
| SLM | $5.81M | 2.29% | 0.10% | New | Q3 2025 |
 DD | $5.45M | 2.15% | 0.02% | Not reported | Q2 2024 |
 AGCO | $5.35M | 2.11% | 0.07% | Not reported | Q2 2025 |
| ASTL | $5.22M | 2.05% | 1.40% | +34.3% | Q4 2023 |
| LLYVA | $5.19M | 2.04% | Not reported | -22.5% | Q1 2025 |
| BIO | $4.91M | 1.93% | 0.06% | New | Q3 2025 |
 GSM | $4.89M | 1.93% | 0.58% | -28.2% | Q4 2023 |
| PAR | $4.75M | 1.87% | 0.30% | New | Q3 2025 |
| ATEX | $4.49M | 1.77% | 1.12% | -13.0% | Q1 2025 |
| ACA | $4.47M | 1.76% | 0.10% | Not reported | Q4 2023 |
| CLS | $4.39M | 1.73% | 0.02% | -51.5% | Q4 2023 |
| MGNI | $4.33M | 1.71% | 0.14% | +19.9% | Q2 2025 |
| SKYH | $4.19M | 1.65% | Not reported | Not reported | Q1 2025 |
| DCO | $3.85M | 1.51% | 0.27% | New | Q3 2025 |
| TAC | $3.5M | 1.38% | 0.09% | Not reported | Q3 2024 |
 MTRX | $2.94M | 1.16% | 0.80% | New | Q3 2025 |
| SGRY | $2.71M | 1.06% | 0.10% | Not reported | Q2 2025 |
 BLDR | $2.67M | 1.05% | 0.02% | -45.0% | Q2 2025 |
| TFII | $1.08M | 0.42% | 0.01% | +20.7% | Q1 2024 |
 FVR | $823K | 0.32% | 0.28% | New | Q3 2025 |
 IP | $724K | 0.28% | 0.00% | -86.8% | Q2 2024 |
 PAL | $341K | 0.13% | 0.18% | -91.6% | Q2 2024 |