Institutional Fund
Ayal Capital Advisors Ltd
Toronto, OntarioCIK 20115245 filings on record
Portfolio Value
$195.36M
Q1 2026
Holdings
38
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+7.0%
from $182.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Solaris Energy Infras Inc7.8%
- Celestica Inc4.9%
- Boyd Group Services Inc4.7%
- Orthofix Med Inc4.6%
- Griffon Corp4.5%
- Tfi Intl Inc4.4%
- Other69.2%
Portfolio Holdings
38 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Solaris Energy Infras Inc | 268.8K | $15.19M | 7.8% | −40.3K | Reduced |
| 2 | Celestica Inc | 33.8K | $9.52M | 4.9% | +18.4K | Added |
| 3 | Boyd Group Services Inc | 71.2K | $9.10M | 4.7% | +13.1K | Added |
| 4 | Orthofix Med Inc | 783.7K | $8.99M | 4.6% | +41.3K | Added |
| 5 | Griffon Corp | 120.0K | $8.72M | 4.5% | +120.0K | New |
| 6 | Tfi Intl Inc | 79.9K | $8.68M | 4.4% | +41.0K | Added |
| 7 | Resideo Technologies Inc | 250.0K | $8.43M | 4.3% | +109.2K | Added |
| 8 | Arcosa Inc | 73.4K | $7.79M | 4.0% | +6.4K | Added |
| 9 | Anterix Inc | 197.1K | $7.53M | 3.9% | −67.9K | Reduced |
| 10 | Propetro Hldg Corp | 486.0K | $7.00M | 3.6% | +486.0K | New |
28 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio