Kintayl Capital LP

13F filer · CIK 0002032385

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$252MU.S. long equity reported on 13F

Positions5522 new · 11 closed

Net flow last quarter+$25.2MBuys minus sells

Top 10 positions weight37.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202655 positions
WTRGEssential Utilities, Inc.	$17.7M	7.04%	0.16%	+28.9%	Q4 2025
NATLNCR Atleos Corp	$12.1M	4.80%	0.38%	+79.2%	Q1 2026
SLABSilicon Laboratories Inc.	$11.6M	4.59%	0.16%	+168.5%	Q1 2026
AAUCAllied Gold Corp	$9.21M	3.66%	0.31%	+144.8%	Q1 2026
EAElectronic Arts Inc.	$9.08M	3.61%	Not reported	+79.2%	Q4 2025
DDominion Energy, Inc	$7.65M	3.04%	0.01%	New	Q2 2026
AVBCAvidia Bancorp, Inc.	$7.15M	2.84%	0.19%	New	Q2 2026
KVUEKenvue Inc.	$7.09M	2.82%	0.02%	-39.3%	Q2 2025
VALValaris Ltd	$7M	2.78%	0.14%	+75.8%	Q1 2026
AESAes Corp	$6.59M	2.62%	0.06%	+14.4%	Q1 2026
NWENorthWestern Energy Group, Inc.	$6.4M	2.54%	0.15%	-47.5%	Q3 2025
EQHEquitable Holdings, Inc.	$5.89M	2.34%	0.05%	New	Q2 2026
ROKURoku, Inc	$5.8M	2.30%	0.03%	New	Q2 2026
SYNASYNAPTICS Inc	$5.51M	2.19%	0.11%	New	Q2 2026
QRVOQorvo, Inc.	$5.25M	2.08%	0.06%	-65.9%	Q4 2025
DBRGDigitalBridge Group, Inc.	$5.19M	2.06%	0.18%	+87.3%	Q1 2026
NSCNorfolk Southern Corp	$4.63M	1.84%	0.01%	-30.7%	Q3 2025
HUNHuntsman CORP	$3.8M	1.51%	0.20%	New	Q2 2026
CPRXCatalyst Pharmaceuticals, Inc.	$3.59M	1.43%	0.09%	New	Q2 2026
GSATGlobalstar, Inc.	$3.52M	1.40%	0.03%	New	Q2 2026
BLDTopBuild Corp	$3.5M	1.39%	0.04%	New	Q2 2026
RIOTRiot Platforms, Inc.	$3.43M	1.36%	0.03%	-54.5%	Q1 2025
TXNMTXNM Energy Inc	$3.36M	1.33%	0.05%	-13.8%	Q2 2025
SGISomnigroup International Inc.	$3.34M	1.33%	0.02%	New	Q2 2026
PENPenumbra Inc	$2.92M	1.16%	0.02%	+225.4%	Q1 2026
OGNOrganon & Co.	$2.91M	1.16%	0.08%	New	Q2 2026
WBSWebster Financial Corp	$2.86M	1.14%	0.02%	-60.6%	Q1 2026
GTLSChart Industries Inc	$2.54M	1.01%	0.03%	Not reported	Q2 2025
WBDWarner Bros. Discovery, Inc.	$2.53M	1.00%	0.00%	-43.5%	Q4 2025
ZIMZIM Integrated Shipping Services Ltd.	$2.33M	0.93%	0.07%	+56.9%	Q1 2026
LBRDKLiberty Broadband Corp	$2.27M	0.90%	Not reported	-65.2%	Q4 2024
ACAArcosa, Inc.	$2M	0.79%	0.03%	New	Q2 2026
LYVLive Nation Entertainment, Inc.	$1.63M	0.65%	0.00%	+42.0%	Q2 2025
TECHBIO-TECHNE Corp	$1.6M	0.64%	0.01%	New	Q2 2026
BHFBrighthouse Financial, Inc.	$1.51M	0.60%	0.04%	-4.6%	Q4 2025
LWLamb Weston Holdings, Inc.	$1.48M	0.59%	0.02%	+41.1%	Q4 2024
CARTMaplebear Inc.	$1.39M	0.55%	0.01%	Not reported	Q2 2025
QQnity Electronics, Inc.	$1.31M	0.52%	0.00%	-45.8%	Q4 2025
ESPREsperion Therapeutics, Inc.	$1.26M	0.50%	0.16%	New	Q2 2026
HONAHoneywell Aerospace Inc.	$1.23M	0.49%	Not reported	-4.9%	Q2 2026
NVRIEnviri Corp	$1.21M	0.48%	0.20%	New	Q2 2026
VKTXViking Therapeutics, Inc.	$1.14M	0.45%	0.03%	Not reported	Q4 2024
NSANational Storage Affiliates Trust	$918K	0.36%	0.03%	-67.1%	Q1 2026
LCIILci Industries	$889K	0.35%	0.03%	New	Q2 2026
HONHoneywell International Inc	$690K	0.27%	0.00%	-47.5%	Q4 2025
DDDuPont de Nemours, Inc.	$501K	0.20%	0.00%	-78.3%	Q4 2025
FDXFedex Corp	$485K	0.19%	0.00%	-3.8%	Q1 2026
VECOVeeco Instruments Inc	$454K	0.18%	0.01%	Not reported	Q4 2025
IHSIHS Holding Ltd	$401K	0.16%	0.01%	New	Q2 2026
BDXBecton Dickinson & Co	$366K	0.15%	0.00%	Not reported	Q1 2026

Q1 2026Reported May 15, 202642 positions
WTRGEssential Utilities, Inc.	$14.5M	7.53%	0.13%	-4.5%	Q4 2025
QRVOQorvo, Inc.	$12.8M	6.64%	0.19%	+32.6%	Q4 2025
NWENorthWestern Energy Group, Inc.	$11.2M	5.84%	0.28%	+30.7%	Q3 2025
KVUEKenvue Inc.	$10.5M	5.49%	0.03%	+73.3%	Q2 2025
LBRDKLiberty Broadband Corp	$9.88M	5.15%	Not reported	+17.5%	Q4 2024
NATLNCR Atleos Corp	$6.76M	3.52%	0.21%	New	Q1 2026
WBSWebster Financial Corp	$6.58M	3.43%	0.06%	New	Q1 2026
NSCNorfolk Southern Corp	$6.1M	3.18%	0.01%	-41.9%	Q3 2025
AESAes Corp	$5.53M	2.88%	0.06%	New	Q1 2026
VALValaris Ltd	$5.38M	2.80%	0.08%	New	Q1 2026
EAElectronic Arts Inc.	$5.04M	2.62%	Not reported	+24.8%	Q4 2025
AAUCAllied Gold Corp	$4.91M	2.55%	0.13%	New	Q1 2026
WBDWarner Bros. Discovery, Inc.	$4.61M	2.40%	0.01%	+22.2%	Q4 2025
CTRACentra Software Inc	$4.44M	2.31%	Not reported	New	Q1 2026
SLABSilicon Laboratories Inc.	$4.1M	2.13%	0.06%	New	Q1 2026
TXNMTXNM Energy Inc	$4.01M	2.09%	0.06%	+28.0%	Q2 2025
HOLXHologic Inc	$3.99M	2.08%	0.02%	+204.5%	Q4 2025
RIOTRiot Platforms, Inc.	$3.4M	1.77%	0.07%	-18.5%	Q1 2025
DBRGDigitalBridge Group, Inc.	$2.71M	1.41%	0.10%	New	Q1 2026
HONHoneywell International Inc	$2.65M	1.38%	0.00%	-50.0%	Q4 2025
ALSumisho Air Lease Corporation	$2.53M	1.32%	0.03%	-17.2%	Q4 2025
NSANational Storage Affiliates Trust	$2.37M	1.23%	0.08%	New	Q1 2026
DDDuPont de Nemours, Inc.	$2.34M	1.22%	0.01%	-17.0%	Q4 2025
CWANClearwater Analytics Holdings, Inc.	$2.28M	1.19%	Not reported	New	Q1 2026
THRThermon Group Holdings, Inc.	$2.24M	1.16%	0.14%	New	Q1 2026
CTLPCantaloupe, Inc.	$2.09M	1.09%	Not reported	+28.4%	Q4 2025
ACLXArcellx, Inc.	$2.01M	1.04%	0.03%	New	Q1 2026
SNCYSun Country Airlines Holdings, Inc.	$1.77M	0.92%	0.20%	New	Q1 2026
QQnity Electronics, Inc.	$1.7M	0.89%	0.01%	-25.0%	Q4 2025
ZIMZIM Integrated Shipping Services Ltd.	$1.5M	0.78%	0.05%	New	Q1 2026
TERNTerns Pharmaceuticals, Inc.	$1.5M	0.78%	0.02%	New	Q1 2026
BHFBrighthouse Financial, Inc.	$1.5M	0.78%	0.04%	-41.2%	Q4 2025
PRAProassurance Corp	$1.41M	0.73%	0.11%	+23.7%	Q2 2025
CARTMaplebear Inc.	$1.1M	0.57%	0.01%	-59.6%	Q2 2025
LWLamb Weston Holdings, Inc.	$1.03M	0.54%	0.02%	-41.7%	Q4 2024
LYVLive Nation Entertainment, Inc.	$954K	0.50%	0.00%	-77.1%	Q2 2025
VKTXViking Therapeutics, Inc.	$953K	0.50%	0.03%	-66.4%	Q4 2024
PENPenumbra Inc	$934K	0.49%	0.01%	New	Q1 2026
AMWDAmerican Woodmark Corp	$780K	0.41%	0.13%	-52.4%	Q3 2025
FDXFedex Corp	$573K	0.30%	0.00%	New	Q1 2026
BDXBecton Dickinson & Co	$381K	0.20%	0.00%	New	Q1 2026
VECOVeeco Instruments Inc	$203K	0.11%	0.01%	-93.3%	Q4 2025
Q4 2025Reported Feb 17, 202642 positions
WTRGEssential Utilities, Inc.	$14.4M	8.71%	0.13%	New	Q4 2025
SNVSynovus Financial Corp	$13.8M	8.35%	0.20%	+81.7%	Q3 2025
NSCNorfolk Southern Corp	$10.6M	6.38%	0.02%	-4.0%	Q3 2025
QRVOQorvo, Inc.	$10.5M	6.34%	0.13%	New	Q4 2025
NWENorthWestern Energy Group, Inc.	$8.4M	5.07%	0.21%	+0.1%	Q3 2025
LBRDKLiberty Broadband Corp	$8.13M	4.91%	Not reported	-7.5%	Q4 2024
KVUEKenvue Inc.	$6.08M	3.67%	0.02%	Not reported	Q2 2025
REVGREV Group, Inc.	$4.95M	2.99%	0.17%	New	Q4 2025
HONHoneywell International Inc	$4.58M	2.76%	0.00%	New	Q4 2025
RIOTRiot Platforms, Inc.	$4.27M	2.58%	0.09%	-0.6%	Q1 2025
EAElectronic Arts Inc.	$4.05M	2.44%	Not reported	New	Q4 2025
WBDWarner Bros. Discovery, Inc.	$3.96M	2.39%	0.01%	New	Q4 2025
LYVLive Nation Entertainment, Inc.	$3.9M	2.35%	0.01%	+6.8%	Q2 2025
PCHPotlatch Corp	$3.37M	2.04%	0.11%	New	Q4 2025
CARTMaplebear Inc.	$3.26M	1.97%	0.03%	+0.2%	Q2 2025
TXNMTXNM Energy Inc	$3.15M	1.90%	0.05%	+51.6%	Q2 2025
VKTXViking Therapeutics, Inc.	$3.06M	1.85%	0.08%	-13.1%	Q4 2024
ALSumisho Air Lease Corporation	$3.02M	1.82%	0.04%	New	Q4 2025
CMAComerica Inc	$2.93M	1.77%	0.03%	New	Q4 2025
HOUSAnywhere Real Estate Inc.	$2.9M	1.75%	0.18%	+167.9%	Q3 2025
BHFBrighthouse Financial, Inc.	$2.76M	1.67%	0.07%	New	Q4 2025
VECOVeeco Instruments Inc	$2.54M	1.54%	0.15%	New	Q4 2025
CSGSCSG Systems International Inc	$2.51M	1.51%	0.12%	New	Q4 2025
DDDuPont de Nemours, Inc.	$2.47M	1.49%	0.01%	New	Q4 2025
AMWDAmerican Woodmark Corp	$2.22M	1.34%	0.28%	+294.1%	Q3 2025
MOFGMIdWestOne Financial Group, Inc.	$1.76M	1.06%	0.22%	New	Q4 2025
LWLamb Weston Holdings, Inc.	$1.75M	1.06%	0.03%	-42.3%	Q4 2024
TWOTwo Harbors Investment Corp.	$1.72M	1.04%	Not reported	New	Q4 2025
RNAMAvidity Biosciences, Inc.	$1.62M	0.98%	0.01%	New	Q4 2025
QQnity Electronics, Inc.	$1.61M	0.97%	0.01%	New	Q4 2025
CTLPCantaloupe, Inc.	$1.6M	0.97%	Not reported	New	Q4 2025
CFLTConfluent, Inc.	$1.52M	0.92%	0.05%	New	Q4 2025
EXKEndeavour Silver Corp	$1.3M	0.79%	0.00%	New	Q4 2025
HOLXHologic Inc	$1.29M	0.78%	0.01%	New	Q4 2025
HIHillenbrand, Inc.	$1.25M	0.76%	0.06%	New	Q4 2025
PRAProassurance Corp	$1.11M	0.67%	0.09%	+9.8%	Q2 2025
CORZCore Scientific, Inc./tx	$1.09M	0.66%	0.02%	-86.9%	Q3 2025
TGNATegna Inc	$905K	0.55%	Not reported	New	Q4 2025
PZZAPapa Johns International Inc	$682K	0.41%	0.05%	New	Q4 2025
JJacobs Solutions Inc.	$453K	0.27%	0.00%	New	Q4 2025
SOLSSolstice Advanced Materials Inc.	$285K	0.17%	0.00%	New	Q4 2025
IMXIInternational Money Express, Inc.	$200K	0.12%	0.04%	New	Q4 2025
Q3 2025Reported Nov 14, 202531 positions
SSLSasol Ltd	$11.6M	7.18%	Not reported	New	Q3 2025
LBRDKLiberty Broadband Corp	$11.5M	7.08%	Not reported	+12.7%	Q4 2024
NSCNorfolk Southern Corp	$11.4M	7.06%	0.02%	New	Q3 2025
IPGInterpublic Group of Companies, Inc.	$10.3M	6.36%	0.10%	-2.8%	Q4 2024
CORZCore Scientific, Inc./tx	$10.2M	6.30%	0.18%	New	Q3 2025
NWENorthWestern Energy Group, Inc.	$7.62M	4.70%	0.21%	New	Q3 2025
SNVSynovus Financial Corp	$7.47M	4.60%	0.11%	New	Q3 2025
RIOTRiot Platforms, Inc.	$6.46M	3.98%	0.09%	-42.3%	Q1 2025
GTLSChart Industries Inc	$4.69M	2.89%	0.05%	-45.1%	Q2 2025
BURBurford Capital Ltd	$4.31M	2.66%	0.16%	-5.0%	Q1 2025
ARESAres Management Corp	$4.25M	2.62%	0.01%	Not reported	Q2 2025
LWLamb Weston Holdings, Inc.	$4.2M	2.59%	0.05%	Not reported	Q4 2024
LYVLive Nation Entertainment, Inc.	$4.18M	2.58%	0.01%	-37.2%	Q2 2025
PSXPhillips 66	$3.98M	2.45%	0.01%	-16.6%	Q1 2025
GOOGAlphabet Inc.	$3.56M	2.19%	Not reported	-63.1%	Q4 2024
CVXChevron Corp	$3.41M	2.10%	0.00%	New	Q3 2025
MRCMRC Global Inc.	$3.04M	1.88%	0.25%	+163.9%	Q2 2025
CARTMaplebear Inc.	$2.66M	1.64%	0.03%	-16.8%	Q2 2025
VKTXViking Therapeutics, Inc.	$2.63M	1.62%	0.09%	-22.7%	Q4 2024
TXNMTXNM Energy Inc	$2M	1.23%	0.03%	-9.4%	Q2 2025
SPRSpirit AeroSystems Holdings, Inc.	$1.79M	1.11%	0.04%	+40.6%	Q4 2024
ALEAllete Inc	$1.28M	0.79%	0.03%	-31.5%	Q2 2025
PRAProassurance Corp	$1M	0.62%	0.08%	-20.3%	Q2 2025
HOUSAnywhere Real Estate Inc.	$811K	0.50%	0.07%	New	Q3 2025
CCLCarnival Corp Ltd.	$764K	0.47%	0.00%	+66.8%	Q2 2025
AMWDAmerican Woodmark Corp	$697K	0.43%	0.07%	New	Q3 2025
LBRDALiberty Broadband Corp	$622K	0.38%	Not reported	New	Q3 2025
COOPCooperative Bankshares Inc	$526K	0.32%	Not reported	-2.7%	Q2 2025
VBTXVeritex Holdings, Inc.	$461K	0.28%	0.03%	New	Q3 2025
SCSSteelcase Inc	$346K	0.21%	0.02%	New	Q3 2025
PBIPitney Bowes Inc	$116K	0.07%	0.01%	Not reported	Q2 2025

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