Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kintayl Capital LP (CIK 2032385) reported $192.0M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($26.1M, 13.61%), WTRG ($14.5M, 7.53%), QRVO ($12.8M, 6.64%), NWE ($11.2M, 5.84%), KVUE ($10.5M, 5.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $26.1M | 13.61% | 40,200 | New |
| 2 | WTRG | ESSENTIAL UTILS INC | $14.5M | 7.53% | 359,033 | Trimmed |
| 3 | QRVO | QORVO INC | $12.8M | 6.64% | 164,835 | Added |
| 4 | NWE | NORTHWESTERN ENERGY GROUP IN | $11.2M | 5.84% | 170,055 | Added |
| 5 | KVUE | KENVUE INC | $10.5M | 5.49% | 611,377 | Added |
| 6 | LBRDK | LIBERTY BROADBAND CORP | $9.9M | 5.15% | 196,486 | Added |
| 7 | NATL | NCR ATLEOS CORPORATION | $6.8M | 3.52% | 155,226 | New |
| 8 | WBS | WEBSTER FINL CORP | $6.6M | 3.43% | 94,769 | New |
| 9 | NSC | NORFOLK SOUTHN CORP | $6.1M | 3.18% | 21,261 | Trimmed |
| 10 | AES | AES CORP | $5.5M | 2.88% | 392,577 | New |
| 11 | VAL | VALARIS LTD | $5.4M | 2.80% | 54,836 | New |
| 12 | EA | ELECTRONIC ARTS INC | $5.0M | 2.62% | 24,700 | Added |
| 13 | RIOT | RIOT PLATFORMS INC | $4.9M | 2.56% | 398,014 | Added |
| 14 | AAUCD | ALLIED GOLD CORP | $4.9M | 2.55% | 158,261 | New |
| 15 | WBD | WARNER BROS DISCOVERY INC | $4.6M | 2.40% | 167,975 | Added |
| 16 | CTRA | COTERRA ENERGY INC | $4.4M | 2.31% | 126,422 | New |
| 17 | SLAB | SILICON LABORATORIES INC | $4.1M | 2.13% | 19,693 | New |
| 18 | PNM | TXNM ENERGY INC | $4.0M | 2.09% | 68,602 | Added |
| 19 | HOLX | HOLOGIC INC | $4.0M | 2.08% | 52,847 | Added |
| 20 | DBRG | DIGITALBRIDGE GROUP INC | $2.7M | 1.41% | 175,627 | New |
| 21 | HON | HONEYWELL INTL INC | $2.7M | 1.38% | 11,730 | Trimmed |
| 22 | AL | AIR LEASE CORP | $2.5M | 1.32% | 38,947 | Trimmed |
| 23 | NSA | NATIONAL STORAGE AFFILIATES | $2.4M | 1.23% | 62,767 | New |
| 24 | DD | DUPONT DE NEMOURS INC | $2.3M | 1.22% | 50,997 | Trimmed |
| 25 | CWAN | CLEARWATER ANALYTICS HLDGS I | $2.3M | 1.19% | 96,339 | New |
Source: SEC Form 13F filings · as of 2026-03-31