StockDriftsStockDriftsTop 50 Kintayl Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WTRG | ESSENTIAL UTILS INC | 8.53% | 462.7K | $17.7M | +28.88%(+103.67K) | $39.25(+2.87%) | 2026-06-30 | |
| NATL | NCR ATLEOS CORPORATION | 5.81% | 278.2K | $12.1M | +79.20%(+122.94K) | $41.80(+12.27%) | 2026-06-30 | |
| SLAB | SILICON LABORATORIES INC | 5.56% | 52.9K | $11.6M | +168.50%(+33.18K) | $196.27(+11.28%) | 2026-06-30 | |
| AAUC | ALLIED GOLD CORP | 4.43% | 387.4K | $9.2M | +144.75%(+229.09K) | $27.19(-16.26%) | 2026-06-30 | |
| EA | ELECTRONIC ARTS INC | 4.37% | 44.3K | $9.1M | +79.23%(+19.57K) | $203.48(+3.05%) | 2026-06-30 | |
| ORLA | ORLA MNG LTD NEW | 3.77% | 799.0K | $7.8M | new | $12.18(-22.53%) | 2026-06-30 | |
| D | DOMINION ENERGY INC | 3.68% | 112.1K | $7.7M | new | $65.07(+5.69%) | 2026-06-30 | |
| AVB | AVALONBAY CMNTYS INC | 3.44% | 37.9K | $7.1M | new | $175.13(+5.10%) | 2026-06-30 | |
| KVUE | KENVUE INC | 3.42% | 371.2K | $7.1M | -39.28%(-240.16K) | $18.89(+1.65%) | 2026-06-30 | |
| VAL | VALARIS LTD | 3.37% | 96.4K | $7.0M | +75.84%(+41.59K) | $79.08(+8.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.14% |
Kintayl Capital LP reports $251.68M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are WTRG (8.5%), NATL (5.8%) and SLAB (5.6%). The top 20 holdings account for 71.73% of reported assets. Its disclosed equity book has returned +9.31% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kintayl Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2032385). View Kintayl Capital LP’s 13F filings on SEC