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Funds / Kintayl Capital LP
Institutional Fund

Kintayl Capital LP

New York, NYCIK 20323855 filings on record

Portfolio Value
$162.50M
Q1 2026
Holdings
44
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-1.9%
from $165.60M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Essential Utils Inc8.9%
  • Qorvo Inc7.9%
  • Northwestern Energy Group In6.9%
  • Kenvue Inc6.5%
  • Liberty Broadband Corp6.1%
  • Ncr Atleos Corporation4.2%
  • Other59.6%

Portfolio Holdings

44 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Essential Utils Inc359.0K$14.46M8.9%17.1KReduced
2Qorvo Inc164.8K$12.76M7.9%+40.6KAdded
3Northwestern Energy Group In170.1K$11.21M6.9%+39.9KAdded
4Kenvue Inc611.4K$10.54M6.5%+258.6KAdded
5Liberty Broadband Corp196.5K$9.88M6.1%+29.2KAdded
6Ncr Atleos Corporation155.2K$6.76M4.2%+155.2KNew
7Webster Finl Corp94.8K$6.58M4.0%+94.8KNew
8Norfolk Southn Corp21.3K$6.10M3.8%15.3KReduced
9Aes Corp392.6K$5.53M3.4%+392.6KNew
10Valaris Ltd54.8K$5.38M3.3%+54.8KNew

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